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 | $71,383 | $127,065-43.8% | $113,168-36.9% | $142,382-49.9% |
| Participation rate | 94.1% | 79.2%+14.9pp | 76.6%+17.6pp | 80.1%+14.0pp |
| Annual return | 9.24% | 24.03%-14.8pp | 24.27%-15.0pp | 217.08%-207.8pp |
| Employer contribution / active EE | $1,859 | $3,442-46.0% | $2,975-37.5% | $4,299-56.8% |
| Participant deferral / active EE | $4,178 | $5,716-26.9% | $5,107-18.2% | $6,507-35.8% |
| Admin fee / account holder | $812 | $15,736-94.8% | $12,068-93.3% | $12,624-93.6% |