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 4-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 | $96,499 | $74,927+28.8% | $101,794-5.2% | $84,808+13.8% |
| Participation rate | 92.3% | 61.4%+30.9pp | 69.2%+23.1pp | 68.3%+24.0pp |
| Annual return | 8.54% | 18.70%-10.2pp | 30.53%-22.0pp | 40.90%-32.4pp |
| Employer contribution / active EE | $1,043 | $1,522-31.5% | $2,289-54.4% | $2,631-60.4% |
| Participant deferral / active EE | $2,961 | $3,099-4.4% | $4,084-27.5% | $4,212-29.7% |
| Admin fee / account holder | $10,809 | $6,514+65.9% | $8,777+23.2% | $7,344+47.2% |