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 | $89,751 | $181,894-50.7% | $156,549-42.7% | $273,961-67.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.78% | 30.74%-29.0pp | 32.23%-30.4pp | 41.45%-39.7pp |
| Employer contribution / active EE | $2,080 | $6,248-66.7% | $5,501-62.2% | $4,869-57.3% |
| Participant deferral / active EE | $2,816 | $5,550-49.3% | $4,871-42.2% | $5,287-46.7% |
| Admin fee / account holder | $1,200 | $15,559-92.3% | $13,027-90.8% | $10,132-88.2% |