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 | $85,460 | $107,452-20.5% | $91,541-6.6% | $142,382-40.0% |
| Participation rate | 73.3% | 75.1%-1.7pp | 69.8%+3.6pp | 80.1%-6.8pp |
| Annual return | 3.83% | 22.06%-18.2pp | 20.50%-16.7pp | 217.08%-213.2pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,105 | $4,754-13.7% | $4,008+2.4% | $6,507-36.9% |
| Admin fee / account holder | $1,514 | $8,834-82.9% | $6,956-78.2% | $12,624-88.0% |