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 | $61,500 | $58,523+5.1% | $99,443-38.2% | $72,985-15.7% |
| Participation rate | 94.4% | 64.6%+29.8pp | 73.8%+20.6pp | 69.5%+25.0pp |
| Annual return | 14.96% | 28.51%-13.6pp | 30.72%-15.8pp | 81.00%-66.0pp |
| Employer contribution / active EE | $1,392 | $1,512-7.9% | $2,540-45.2% | $2,440-43.0% |
| Participant deferral / active EE | $1,860 | $2,606-28.6% | $3,619-48.6% | $3,607-48.5% |
| Admin fee / account holder | $671 | $4,102-83.6% | $6,250-89.3% | $5,124-86.9% |