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 | $40,924 | $74,927-45.4% | $101,794-59.8% | $84,808-51.7% |
| Participation rate | 93.8% | 61.4%+32.3pp | 69.2%+24.6pp | 68.3%+25.4pp |
| Annual return | 10.71% | 18.70%-8.0pp | 30.53%-19.8pp | 40.90%-30.2pp |
| Employer contribution / active EE | $1,252 | $1,522-17.7% | $2,289-45.3% | $2,631-52.4% |
| Participant deferral / active EE | $1,541 | $3,099-50.3% | $4,084-62.3% | $4,212-63.4% |
| Admin fee / account holder | $637 | $6,514-90.2% | $8,777-92.7% | $7,344-91.3% |