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 | $74,782 | $76,367-2.1% | $93,606-20.1% | $72,985+2.5% |
| Participation rate | 96.6% | 71.7%+24.8pp | 75.8%+20.7pp | 69.5%+27.1pp |
| Annual return | 4.13% | 25.82%-21.7pp | 32.76%-28.6pp | 81.00%-76.9pp |
| Employer contribution / active EE | $2,526 | $2,275+11.0% | $2,718-7.1% | $2,440+3.5% |
| Participant deferral / active EE | $3,800 | $3,538+7.4% | $4,069-6.6% | $3,607+5.3% |
| Admin fee / account holder | $15,050 | $6,838+120.1% | $7,888+90.8% | $5,124+193.7% |