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 | $18,009 | $80,717-77.7% | $154,803-88.4% | $84,808-78.8% |
| Participation rate | 78.8% | 66.8%+12.0pp | 78.1%+0.7pp | 68.3%+10.5pp |
| Annual return | 9.60% | 37.96%-28.4pp | 58.88%-49.3pp | 40.90%-31.3pp |
| Employer contribution / active EE | $749 | $2,761-72.9% | $4,305-82.6% | $2,631-71.5% |
| Participant deferral / active EE | $1,427 | $3,303-56.8% | $5,540-74.2% | $4,212-66.1% |
| Admin fee / account holder | $1,082 | $6,746-84.0% | $14,329-92.4% | $7,344-85.3% |