See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,482 | $74,927-28.6% | $101,794-47.5% | $84,808-36.9% |
| Participation rate | 97.4% | 61.4%+36.0pp | 69.2%+28.3pp | 68.3%+29.1pp |
| Annual return | 12.49% | 18.70%-6.2pp | 30.53%-18.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $4,131 | $1,522+171.4% | $2,289+80.5% | $2,631+57.0% |
| Participant deferral / active EE | $2,913 | $3,099-6.0% | $4,084-28.7% | $4,212-30.8% |
| Admin fee / account holder | $2,930 | $6,514-55.0% | $8,777-66.6% | $7,344-60.1% |