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 | $43,243 | $94,625-54.3% | $116,228-62.8% | $84,808-49.0% |
| Participation rate | 89.3% | 70.4%+18.8pp | 74.6%+14.7pp | 68.3%+21.0pp |
| Annual return | 11.04% | 20.40%-9.4pp | 90.06%-79.0pp | 40.90%-29.9pp |
| Employer contribution / active EE | $6,354 | $2,347+170.8% | $2,994+112.2% | $2,631+141.5% |
| Participant deferral / active EE | $2,047 | $3,972-48.5% | $4,953-58.7% | $4,212-51.4% |
| Admin fee / account holder | $10,111 | $10,091+0.2% | $11,989-15.7% | $7,344+37.7% |