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 7-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 | $26,640 | $89,753-70.3% | $107,525-75.2% | $84,808-68.6% |
| Participation rate | 96.9% | 68.1%+28.8pp | 75.1%+21.8pp | 68.3%+28.6pp |
| Annual return | 7.58% | 29.48%-21.9pp | 181.32%-173.7pp | 40.90%-33.3pp |
| Employer contribution / active EE | $3,555 | $3,113+14.2% | $3,754-5.3% | $2,631+35.1% |
| Participant deferral / active EE | $5,302 | $4,056+30.7% | $5,116+3.6% | $4,212+25.9% |
| Admin fee / account holder | $882 | $7,222-87.8% | $8,919-90.1% | $7,344-88.0% |