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 | $36,485 | $93,170-60.8% | $100,534-63.7% | $84,808-57.0% |
| Participation rate | 85.5% | 75.8%+9.7pp | 80.6%+4.9pp | 68.3%+17.2pp |
| Annual return | 13.52% | 47.13%-33.6pp | 32.66%-19.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $3,068 | $3,985-23.0% | $4,346-29.4% | $2,631+16.6% |
| Participant deferral / active EE | $0 | $5,699-100.0% | $6,144-100.0% | $4,212-100.0% |
| Admin fee / account holder | $5,173 | $7,382-29.9% | $7,654-32.4% | $7,344-29.6% |