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 | $33,746 | $81,460-58.6% | $103,333-67.3% | $80,856-58.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 8.82% | 25.55%-16.7pp | 24.88%-16.1pp | 35.59%-26.8pp |
| Employer contribution / active EE | $4,832 | $3,105+55.6% | $3,868+24.9% | $2,755+75.4% |
| Participant deferral / active EE | $1,743 | $3,869-54.9% | $5,057-65.5% | $4,296-59.4% |
| Admin fee / account holder | $319 | $6,566-95.1% | $8,355-96.2% | $6,918-95.4% |