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 6-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 | $39,108 | $109,413-64.3% | $156,263-75.0% | $84,808-53.9% |
| Participation rate | 74.4% | 72.7%+1.7pp | 78.9%-4.5pp | 68.3%+6.0pp |
| Annual return | 11.33% | 20.18%-8.9pp | 59.47%-48.1pp | 40.90%-29.6pp |
| Employer contribution / active EE | $2,269 | $2,907-22.0% | $4,333-47.6% | $2,631-13.8% |
| Participant deferral / active EE | $3,783 | $4,590-17.6% | $6,158-38.6% | $4,212-10.2% |
| Admin fee / account holder | $9,745 | $9,357+4.2% | $14,255-31.6% | $7,344+32.7% |