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 | $65,802 | $79,944-17.7% | $98,439-33.2% | $75,163-12.5% |
| Participation rate | 81.6% | 70.4%+11.2pp | 75.2%+6.4pp | 67.2%+14.4pp |
| Annual return | 11.65% | 19.75%-8.1pp | 21.16%-9.5pp | 160.62%-149.0pp |
| Employer contribution / active EE | $1,361 | $2,264-39.9% | $3,048-55.3% | $2,670-49.0% |
| Participant deferral / active EE | $3,576 | $3,752-4.7% | $4,738-24.5% | $4,125-13.3% |
| Admin fee / account holder | $5,129 | $6,840-25.0% | $8,948-42.7% | $5,651-9.2% |