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 | $35,891 | $81,208-55.8% | $98,907-63.7% | $79,858-55.1% |
| Participation rate | 96.6% | 72.5%+24.0pp | 76.0%+20.5pp | 69.6%+26.9pp |
| Annual return | 10.23% | 60.99%-50.8pp | 196.43%-186.2pp | 31.71%-21.5pp |
| Employer contribution / active EE | $2,058 | $1,960+5.0% | $2,689-23.5% | $2,471-16.7% |
| Participant deferral / active EE | $2,423 | $3,265-25.8% | $4,244-42.9% | $3,740-35.2% |
| Admin fee / account holder | $532 | $6,013-91.2% | $6,642-92.0% | $5,306-90.0% |