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 | $36,282 | $109,881-67.0% | $150,045-75.8% | $84,808-57.2% |
| Participation rate | 97.2% | 76.1%+21.1pp | 82.3%+14.9pp | 68.3%+28.9pp |
| Annual return | 6.42% | 28.25%-21.8pp | 62.55%-56.1pp | 40.90%-34.5pp |
| Employer contribution / active EE | $1,141 | $3,561-68.0% | $4,693-75.7% | $2,631-56.6% |
| Participant deferral / active EE | $2,598 | $6,636-60.9% | $7,997-67.5% | $4,212-38.3% |
| Admin fee / account holder | $3,809 | $8,568-55.5% | $13,435-71.6% | $7,344-48.1% |