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 | $47,984 | $70,475-31.9% | $100,516-52.3% | $79,858-39.9% |
| Participation rate | 89.5% | 73.7%+15.8pp | 79.4%+10.1pp | 69.6%+19.8pp |
| Annual return | 9.28% | 21.90%-12.6pp | 30.89%-21.6pp | 31.71%-22.4pp |
| Employer contribution / active EE | $4,139 | $2,165+91.2% | $3,418+21.1% | $2,471+67.5% |
| Participant deferral / active EE | $7,688 | $5,181+48.4% | $6,270+22.6% | $3,740+105.6% |
| Admin fee / account holder | $22,138 | $4,478+394.3% | $8,081+174.0% | $5,306+317.2% |