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 | $15,013 | $54,762-72.6% | $90,281-83.4% | $72,985-79.4% |
| Participation rate | 74.4% | 65.1%+9.2pp | 73.3%+1.1pp | 69.5%+4.9pp |
| Annual return | 5.42% | 30.63%-25.2pp | 78.10%-72.7pp | 81.00%-75.6pp |
| Employer contribution / active EE | $438 | $2,092-79.1% | $2,854-84.7% | $2,440-82.0% |
| Participant deferral / active EE | $1,858 | $2,887-35.6% | $3,885-52.2% | $3,607-48.5% |
| Admin fee / account holder | $1,855 | $3,972-53.3% | $5,351-65.3% | $5,124-63.8% |