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 | $55,151 | $74,927-26.4% | $101,794-45.8% | $84,808-35.0% |
| Participation rate | 71.0% | 61.4%+9.6pp | 69.2%+1.8pp | 68.3%+2.7pp |
| Annual return | 7.50% | 18.70%-11.2pp | 30.53%-23.0pp | 40.90%-33.4pp |
| Employer contribution / active EE | $1,508 | $1,522-0.9% | $2,289-34.1% | $2,631-42.7% |
| Participant deferral / active EE | $1,966 | $3,099-36.6% | $4,084-51.9% | $4,212-53.3% |
| Admin fee / account holder | $2,261 | $6,514-65.3% | $8,777-74.2% | $7,344-69.2% |