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 | $58,693 | $89,753-34.6% | $107,525-45.4% | $84,808-30.8% |
| Participation rate | 95.0% | 68.1%+26.9pp | 75.1%+19.9pp | 68.3%+26.7pp |
| Annual return | 12.61% | 29.48%-16.9pp | 181.32%-168.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,631 | $3,113-47.6% | $3,754-56.5% | $2,631-38.0% |
| Participant deferral / active EE | $3,199 | $4,056-21.1% | $5,116-37.5% | $4,212-24.0% |
| Admin fee / account holder | $635 | $7,222-91.2% | $8,919-92.9% | $7,344-91.4% |