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 7-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 | $34,964 | $109,881-68.2% | $150,045-76.7% | $84,808-58.8% |
| Participation rate | 96.6% | 76.1%+20.5pp | 82.3%+14.2pp | 68.3%+28.2pp |
| Annual return | 8.78% | 28.25%-19.5pp | 62.55%-53.8pp | 40.90%-32.1pp |
| Employer contribution / active EE | $3,143 | $3,561-11.7% | $4,693-33.0% | $2,631+19.5% |
| Participant deferral / active EE | $7,219 | $6,636+8.8% | $7,997-9.7% | $4,212+71.4% |
| Admin fee / account holder | $1,726 | $8,568-79.9% | $13,435-87.2% | $7,344-76.5% |