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 | $59,422 | $76,367-22.2% | $93,606-36.5% | $72,985-18.6% |
| Participation rate | 96.4% | 71.7%+24.7pp | 75.8%+20.6pp | 69.5%+26.9pp |
| Annual return | 12.01% | 25.82%-13.8pp | 32.76%-20.7pp | 81.00%-69.0pp |
| Employer contribution / active EE | $5,553 | $2,275+144.1% | $2,718+104.3% | $2,440+127.6% |
| Participant deferral / active EE | $4,162 | $3,538+17.6% | $4,069+2.3% | $3,607+15.4% |
| Admin fee / account holder | $6,122 | $6,838-10.5% | $7,888-22.4% | $5,124+19.5% |