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 | $33,993 | $72,012-52.8% | $185,823-81.7% | $79,858-57.4% |
| Participation rate | 71.1% | 65.8%+5.3pp | 78.0%-6.9pp | 69.6%+1.5pp |
| Annual return | 11.03% | 23.12%-12.1pp | 35.95%-24.9pp | 31.71%-20.7pp |
| Employer contribution / active EE | $476 | $1,965-75.8% | $4,087-88.4% | $2,471-80.7% |
| Participant deferral / active EE | $2,885 | $3,779-23.6% | $5,632-48.8% | $3,740-22.9% |
| Admin fee / account holder | $3,485 | $4,513-22.8% | $9,500-63.3% | $5,306-34.3% |