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 | $72,715 | $72,277+0.6% | $101,248-28.2% | $79,858-8.9% |
| Participation rate | 93.0% | 68.5%+24.6pp | 75.8%+17.2pp | 69.6%+23.4pp |
| Annual return | 2.18% | 22.30%-20.1pp | 46.47%-44.3pp | 31.71%-29.5pp |
| Employer contribution / active EE | $2,894 | $2,692+7.5% | $3,660-20.9% | $2,471+17.1% |
| Participant deferral / active EE | $3,230 | $3,282-1.6% | $4,370-26.1% | $3,740-13.6% |
| Admin fee / account holder | $1,595 | $4,400-63.8% | $5,945-73.2% | $5,306-70.0% |