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 | $27,885 | $60,892-54.2% | $82,389-66.2% | $84,808-67.1% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 11.15% | 37.29%-26.1pp | 28.67%-17.5pp | 40.90%-29.7pp |
| Employer contribution / active EE | $519 | $1,779-70.9% | $2,517-79.4% | $2,631-80.3% |
| Participant deferral / active EE | $3,967 | $3,179+24.8% | $4,155-4.5% | $4,212-5.8% |
| Admin fee / account holder | $5,016 | $5,467-8.3% | $7,231-30.6% | $7,344-31.7% |