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 | $40,656 | $73,933-45.0% | $96,683-57.9% | $75,163-45.9% |
| Participation rate | 87.2% | 66.4%+20.8pp | 74.3%+12.8pp | 67.2%+20.0pp |
| Annual return | 1.72% | 26.70%-25.0pp | 35.69%-34.0pp | 160.62%-158.9pp |
| Employer contribution / active EE | $1,192 | $2,928-59.3% | $3,737-68.1% | $2,670-55.4% |
| Participant deferral / active EE | $2,837 | $3,659-22.5% | $4,878-41.9% | $4,125-31.2% |
| Admin fee / account holder | $329 | $5,216-93.7% | $6,730-95.1% | $5,651-94.2% |