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 | $54,159 | $81,248-33.3% | $155,509-65.2% | $80,856-33.0% |
| Participation rate | 82.4% | 66.2%+16.1pp | 78.2%+4.2pp | 67.6%+14.7pp |
| Annual return | 10.34% | 33.31%-23.0pp | 64.67%-54.3pp | 35.59%-25.3pp |
| Employer contribution / active EE | $2,610 | $3,100-15.8% | $4,672-44.1% | $2,755-5.3% |
| Participant deferral / active EE | $6,377 | $3,452+84.8% | $5,626+13.4% | $4,296+48.5% |
| Admin fee / account holder | $1,315 | $7,997-83.6% | $15,912-91.7% | $6,918-81.0% |