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 | $14,416 | $60,022-76.0% | $88,946-83.8% | $84,808-83.0% |
| Participation rate | 88.6% | 57.8%+30.7pp | 68.8%+19.7pp | 68.3%+20.3pp |
| Annual return | 12.32% | 22.43%-10.1pp | 57.82%-45.5pp | 40.90%-28.6pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,903 | $3,114+25.3% | $4,581-14.8% | $4,212-7.3% |
| Admin fee / account holder | $4,855 | $4,811+0.9% | $8,261-41.2% | $7,344-33.9% |