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 | $37,089 | $76,367-51.4% | $93,606-60.4% | $72,985-49.2% |
| Participation rate | 78.0% | 71.7%+6.3pp | 75.8%+2.2pp | 69.5%+8.5pp |
| Annual return | 6.67% | 25.82%-19.1pp | 32.76%-26.1pp | 81.00%-74.3pp |
| Employer contribution / active EE | $894 | $2,275-60.7% | $2,718-67.1% | $2,440-63.3% |
| Participant deferral / active EE | $2,028 | $3,538-42.7% | $4,069-50.2% | $3,607-43.8% |
| Admin fee / account holder | $4,548 | $6,838-33.5% | $7,888-42.3% | $5,124-11.2% |