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 | $74,512 | $80,968-8.0% | $96,544-22.8% | $75,163-0.9% |
| Participation rate | 87.9% | 71.8%+16.1pp | 76.0%+11.9pp | 67.2%+20.7pp |
| Annual return | 11.60% | 27.06%-15.5pp | 25.84%-14.2pp | 160.62%-149.0pp |
| Employer contribution / active EE | $2,217 | $2,282-2.8% | $2,965-25.2% | $2,670-17.0% |
| Participant deferral / active EE | $3,463 | $3,928-11.8% | $4,851-28.6% | $4,125-16.1% |
| Admin fee / account holder | $996 | $6,724-85.2% | $8,252-87.9% | $5,651-82.4% |