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 | $41,311 | $54,762-24.6% | $90,281-54.2% | $72,985-43.4% |
| Participation rate | 94.1% | 65.1%+29.0pp | 73.3%+20.8pp | 69.5%+24.6pp |
| Annual return | 15.50% | 30.63%-15.1pp | 78.10%-62.6pp | 81.00%-65.5pp |
| Employer contribution / active EE | $3,974 | $2,092+89.9% | $2,854+39.2% | $2,440+62.9% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $4,169 | $3,972+5.0% | $5,351-22.1% | $5,124-18.6% |