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 | $35,917 | $99,341-63.8% | $84,750-57.6% | $273,961-86.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.56% | 22.93%-21.4pp | 22.78%-21.2pp | 41.45%-39.9pp |
| Employer contribution / active EE | $1,184 | $4,214-71.9% | $3,574-66.9% | $4,869-75.7% |
| Participant deferral / active EE | $2,596 | $4,269-39.2% | $3,712-30.1% | $5,287-50.9% |
| Admin fee / account holder | $1,275 | $6,644-80.8% | $5,332-76.1% | $10,132-87.4% |