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 | $79,096 | $86,929-9.0% | $102,423-22.8% | $80,856-2.2% |
| Participation rate | 88.9% | 72.4%+16.5pp | 76.5%+12.4pp | 67.6%+21.3pp |
| Annual return | 8.14% | 18.88%-10.7pp | 29.32%-21.2pp | 35.59%-27.5pp |
| Employer contribution / active EE | $1,814 | $2,369-23.4% | $3,023-40.0% | $2,755-34.1% |
| Participant deferral / active EE | $3,862 | $4,118-6.2% | $5,053-23.6% | $4,296-10.1% |
| Admin fee / account holder | $2,413 | $8,049-70.0% | $9,451-74.5% | $6,918-65.1% |