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 | $48,748 | $89,753-45.7% | $107,525-54.7% | $84,808-42.5% |
| Participation rate | 71.8% | 68.1%+3.7pp | 75.1%-3.3pp | 68.3%+3.5pp |
| Annual return | 12.63% | 29.48%-16.8pp | 181.32%-168.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,042 | $3,113-66.5% | $3,754-72.2% | $2,631-60.4% |
| Participant deferral / active EE | $4,462 | $4,056+10.0% | $5,116-12.8% | $4,212+5.9% |
| Admin fee / account holder | $20,454 | $7,222+183.2% | $8,919+129.3% | $7,344+178.5% |