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 | $36,018 | $101,724-64.6% | $164,813-78.1% | $80,856-55.5% |
| Participation rate | 90.0% | 71.8%+18.2pp | 78.6%+11.4pp | 67.6%+22.4pp |
| Annual return | 10.47% | 16.72%-6.2pp | 69.93%-59.5pp | 35.59%-25.1pp |
| Employer contribution / active EE | $3,200 | $2,953+8.3% | $4,341-26.3% | $2,755+16.2% |
| Participant deferral / active EE | $6,748 | $4,477+50.7% | $6,031+11.9% | $4,296+57.1% |
| Admin fee / account holder | $3,209 | $8,227-61.0% | $12,690-74.7% | $6,918-53.6% |