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 | $67,453 | $74,927-10.0% | $101,794-33.7% | $84,808-20.5% |
| Participation rate | 92.5% | 61.4%+31.1pp | 69.2%+23.3pp | 68.3%+24.2pp |
| Annual return | 9.65% | 18.70%-9.1pp | 30.53%-20.9pp | 40.90%-31.3pp |
| Employer contribution / active EE | $2,487 | $1,522+63.4% | $2,289+8.6% | $2,631-5.5% |
| Participant deferral / active EE | $4,789 | $3,099+54.5% | $4,084+17.3% | $4,212+13.7% |
| Admin fee / account holder | $2,696 | $6,514-58.6% | $8,777-69.3% | $7,344-63.3% |