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 | $23,612 | $80,717-70.7% | $154,803-84.7% | $84,808-72.2% |
| Participation rate | 97.7% | 66.8%+30.9pp | 78.1%+19.7pp | 68.3%+29.4pp |
| Annual return | 12.24% | 37.96%-25.7pp | 58.88%-46.6pp | 40.90%-28.7pp |
| Employer contribution / active EE | $430 | $2,761-84.4% | $4,305-90.0% | $2,631-83.7% |
| Participant deferral / active EE | $3,036 | $3,303-8.1% | $5,540-45.2% | $4,212-27.9% |
| Admin fee / account holder | $3,441 | $6,746-49.0% | $14,329-76.0% | $7,344-53.1% |