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 | $38,424 | $72,492-47.0% | $87,100-55.9% | $72,985-47.4% |
| Participation rate | 84.9% | 72.8%+12.1pp | 76.9%+8.0pp | 69.5%+15.4pp |
| Annual return | 5.24% | 24.46%-19.2pp | 28.19%-23.0pp | 81.00%-75.8pp |
| Employer contribution / active EE | $920 | $1,894-51.4% | $2,521-63.5% | $2,440-62.3% |
| Participant deferral / active EE | $2,054 | $3,270-37.2% | $4,049-49.3% | $3,607-43.1% |
| Admin fee / account holder | $1,436 | $5,055-71.6% | $7,497-80.8% | $5,124-72.0% |