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 | $38,608 | $63,764-39.5% | $81,930-52.9% | $79,858-51.7% |
| Participation rate | 94.1% | 67.5%+26.6pp | 72.0%+22.1pp | 69.6%+24.5pp |
| Annual return | 8.92% | 22.66%-13.7pp | 29.49%-20.6pp | 31.71%-22.8pp |
| Employer contribution / active EE | $2,680 | $1,795+49.3% | $4,310-37.8% | $2,471+8.5% |
| Participant deferral / active EE | $3,819 | $2,780+37.4% | $7,107-46.3% | $3,740+2.1% |
| Admin fee / account holder | $6,273 | $4,426+41.7% | $5,158+21.6% | $5,306+18.2% |