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 | $72,591 | $94,625-23.3% | $116,228-37.5% | $84,808-14.4% |
| Participation rate | 85.4% | 70.4%+15.0pp | 74.6%+10.9pp | 68.3%+17.1pp |
| Annual return | 10.87% | 20.40%-9.5pp | 90.06%-79.2pp | 40.90%-30.0pp |
| Employer contribution / active EE | $1,353 | $2,347-42.3% | $2,994-54.8% | $2,631-48.6% |
| Participant deferral / active EE | $3,298 | $3,972-17.0% | $4,953-33.4% | $4,212-21.7% |
| Admin fee / account holder | $2,384 | $10,091-76.4% | $11,989-80.1% | $7,344-67.5% |