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 | $60,097 | $106,515-43.6% | $96,683-37.8% | $139,434-56.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.46% | 38.43%-30.0pp | 35.69%-27.2pp | 372.94%-364.5pp |
| Employer contribution / active EE | $1,303 | $4,103-68.2% | $3,737-65.1% | $4,751-72.6% |
| Participant deferral / active EE | $3,226 | $5,454-40.9% | $4,878-33.9% | $6,710-51.9% |
| Admin fee / account holder | $325 | $7,877-95.9% | $6,730-95.2% | $11,403-97.2% |