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 9-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 | $35,053 | $81,248-56.9% | $155,509-77.5% | $80,856-56.6% |
| Participation rate | 97.6% | 66.2%+31.4pp | 78.2%+19.4pp | 67.6%+30.0pp |
| Annual return | 10.53% | 33.31%-22.8pp | 64.67%-54.1pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,169 | $3,100-62.3% | $4,672-75.0% | $2,755-57.6% |
| Participant deferral / active EE | $2,185 | $3,452-36.7% | $5,626-61.2% | $4,296-49.1% |
| Admin fee / account holder | $944 | $7,997-88.2% | $15,912-94.1% | $6,918-86.3% |