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 | $66,068 | $62,573+5.6% | $85,682-22.9% | $85,850-23.0% |
| Participation rate | 75.6% | 61.1%+14.4pp | 69.9%+5.7pp | 69.3%+6.2pp |
| Annual return | 8.23% | 23.77%-15.5pp | 21.49%-13.3pp | 318.53%-310.3pp |
| Employer contribution / active EE | $521 | $1,757-70.4% | $2,618-80.1% | $2,565-79.7% |
| Participant deferral / active EE | $5,845 | $2,802+108.6% | $3,923+49.0% | $3,952+47.9% |
| Admin fee / account holder | $3,458 | $4,640-25.5% | $6,873-49.7% | $6,260-44.8% |