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 | $38,425 | $48,795-21.3% | $65,493-41.3% | $84,808-54.7% |
| Participation rate | 70.0% | 67.0%+3.0pp | 73.1%-3.1pp | 68.3%+1.7pp |
| Annual return | 9.14% | 20.20%-11.1pp | 982.45%-973.3pp | 40.90%-31.8pp |
| Employer contribution / active EE | $1,667 | $1,930-13.6% | $2,574-35.2% | $2,631-36.6% |
| Participant deferral / active EE | $1,931 | $2,928-34.1% | $3,961-51.2% | $4,212-54.1% |
| Admin fee / account holder | $833 | $3,877-78.5% | $5,028-83.4% | $7,344-88.7% |