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 | $43,093 | $57,065-24.5% | $75,670-43.1% | $70,131-38.6% |
| Participation rate | 82.1% | 68.1%+14.0pp | 72.3%+9.7pp | 69.5%+12.5pp |
| Annual return | 11.52% | 23.57%-12.0pp | 27.34%-15.8pp | 73.14%-61.6pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,637 | $2,580+41.0% | $3,142+15.7% | $3,332+9.2% |
| Admin fee / account holder | $744 | $3,825-80.6% | $5,800-87.2% | $4,645-84.0% |