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 | $49,840 | $86,286-42.2% | $111,297-55.2% | $85,850-41.9% |
| Participation rate | 97.8% | 73.3%+24.4pp | 77.3%+20.5pp | 69.3%+28.5pp |
| Annual return | 8.93% | 19.99%-11.1pp | 54.65%-45.7pp | 318.53%-309.6pp |
| Employer contribution / active EE | $718 | $2,043-64.8% | $2,731-73.7% | $2,565-72.0% |
| Participant deferral / active EE | $3,721 | $3,641+2.2% | $4,487-17.1% | $3,952-5.8% |
| Admin fee / account holder | $1,497 | $8,188-81.7% | $7,964-81.2% | $6,260-76.1% |