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 | $16,824 | $77,634-78.3% | $156,549-89.3% | $62,891-73.2% |
| Participation rate | 97.6% | 71.2%+26.4pp | 84.0%+13.6pp | 69.3%+28.3pp |
| Annual return | 3.50% | 50.32%-46.8pp | 32.23%-28.7pp | 20.14%-16.6pp |
| Employer contribution / active EE | $2,829 | $3,444-17.8% | $5,501-48.6% | $2,281+24.0% |
| Participant deferral / active EE | $2,409 | $3,045-20.9% | $4,871-50.5% | $3,203-24.8% |
| Admin fee / account holder | $2,025 | $5,561-63.6% | $13,027-84.5% | $4,296-52.9% |