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 | $33,836 | $127,065-73.4% | $113,168-70.1% | $142,382-76.2% |
| Participation rate | 95.5% | 79.2%+16.2pp | 76.6%+18.9pp | 80.1%+15.3pp |
| Annual return | 8.82% | 24.03%-15.2pp | 24.27%-15.4pp | 217.08%-208.3pp |
| Employer contribution / active EE | $2,372 | $3,442-31.1% | $2,975-20.3% | $4,299-44.8% |
| Participant deferral / active EE | $4,074 | $5,716-28.7% | $5,107-20.2% | $6,507-37.4% |
| Admin fee / account holder | $8,505 | $15,736-46.0% | $12,068-29.5% | $12,624-32.6% |