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 | $52,513 | $64,480-18.6% | $81,382-35.5% | $80,856-35.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 9.86% | 16.34%-6.5pp | 24.73%-14.9pp | 35.59%-25.7pp |
| Employer contribution / active EE | $3,953 | $1,978+99.8% | $2,463+60.5% | $2,755+43.5% |
| Participant deferral / active EE | $4,087 | $3,094+32.1% | $3,883+5.3% | $4,296-4.9% |
| Admin fee / account holder | $548 | $5,671-90.3% | $5,768-90.5% | $6,918-92.1% |