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 | $67,021 | $95,803-30.0% | $113,168-40.8% | $84,808-21.0% |
| Participation rate | 87.7% | 72.9%+14.9pp | 76.6%+11.2pp | 68.3%+19.4pp |
| Annual return | 12.25% | 25.00%-12.8pp | 24.27%-12.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $4,239 | $2,360+79.6% | $2,975+42.5% | $2,631+61.1% |
| Participant deferral / active EE | $3,339 | $4,242-21.3% | $5,107-34.6% | $4,212-20.7% |
| Admin fee / account holder | $8,342 | $8,989-7.2% | $12,068-30.9% | $7,344+13.6% |