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 9-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 | $79,395 | $58,512+35.7% | $84,015-5.5% | $72,985+8.8% |
| Participation rate | 89.7% | 61.2%+28.4pp | 69.0%+20.6pp | 69.5%+20.2pp |
| Annual return | 2.70% | 28.93%-26.2pp | 71.31%-68.6pp | 81.00%-78.3pp |
| Employer contribution / active EE | $1,593 | $1,163+37.0% | $1,983-19.7% | $2,440-34.7% |
| Participant deferral / active EE | $4,640 | $2,394+93.8% | $3,239+43.3% | $3,607+28.6% |
| Admin fee / account holder | $6,877 | $4,569+50.5% | $6,101+12.7% | $5,124+34.2% |