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 | $62,302 | $86,929-28.3% | $102,423-39.2% | $80,856-22.9% |
| Participation rate | 95.3% | 72.4%+23.0pp | 76.5%+18.9pp | 67.6%+27.7pp |
| Annual return | 9.94% | 18.88%-8.9pp | 29.32%-19.4pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,734 | $2,369-26.8% | $3,023-42.7% | $2,755-37.1% |
| Participant deferral / active EE | $4,037 | $4,118-2.0% | $5,053-20.1% | $4,296-6.0% |
| Admin fee / account holder | $8,118 | $8,049+0.9% | $9,451-14.1% | $6,918+17.3% |