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 | $44,205 | $81,460-45.7% | $103,333-57.2% | $80,856-45.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 8.02% | 25.55%-17.5pp | 24.88%-16.9pp | 35.59%-27.6pp |
| Employer contribution / active EE | $2,398 | $3,105-22.8% | $3,868-38.0% | $2,755-13.0% |
| Participant deferral / active EE | $3,604 | $3,869-6.9% | $5,057-28.7% | $4,296-16.1% |
| Admin fee / account holder | $5,190 | $6,566-21.0% | $8,355-37.9% | $6,918-25.0% |