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 | $57,053 | $65,365-12.7% | $92,893-38.6% | $72,985-21.8% |
| Participation rate | 82.8% | 68.3%+14.4pp | 76.0%+6.8pp | 69.5%+13.3pp |
| Annual return | 5.98% | 42.10%-36.1pp | 109.41%-103.4pp | 81.00%-75.0pp |
| Employer contribution / active EE | $2,508 | $2,594-3.3% | $3,653-31.3% | $2,440+2.8% |
| Participant deferral / active EE | $5,576 | $3,128+78.3% | $4,236+31.6% | $3,607+54.6% |
| Admin fee / account holder | $11,139 | $4,251+162.0% | $5,794+92.3% | $5,124+117.4% |