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 | $143,008 | $181,894-21.4% | $156,549-8.6% | $273,961-47.8% |
| Participation rate | 95.7% | 88.4%+7.3pp | 84.0%+11.6pp | 83.0%+12.6pp |
| Annual return | -1.50% | 30.74%-32.2pp | 32.23%-33.7pp | 41.45%-43.0pp |
| Employer contribution / active EE | $3,193 | $6,248-48.9% | $5,501-42.0% | $4,869-34.4% |
| Participant deferral / active EE | $3,916 | $5,550-29.4% | $4,871-19.6% | $5,287-25.9% |
| Admin fee / account holder | $934 | $15,559-94.0% | $13,027-92.8% | $10,132-90.8% |