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 | $34,859 | $62,573-44.3% | $85,682-59.3% | $85,850-59.4% |
| Participation rate | 96.3% | 61.1%+35.2pp | 69.9%+26.4pp | 69.3%+27.0pp |
| Annual return | 9.30% | 23.77%-14.5pp | 21.49%-12.2pp | 318.53%-309.2pp |
| Employer contribution / active EE | $1,649 | $1,757-6.1% | $2,618-37.0% | $2,565-35.7% |
| Participant deferral / active EE | $2,328 | $2,802-16.9% | $3,923-40.7% | $3,952-41.1% |
| Admin fee / account holder | $460 | $4,640-90.1% | $6,873-93.3% | $6,260-92.6% |