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 | $43,462 | $61,280-29.1% | $69,780-37.7% | $84,808-48.8% |
| Participation rate | 97.4% | 73.6%+23.8pp | 79.3%+18.1pp | 68.3%+29.1pp |
| Annual return | 10.26% | 12.93%-2.7pp | 26.31%-16.0pp | 40.90%-30.6pp |
| Employer contribution / active EE | $2,113 | $3,577-40.9% | $4,168-49.3% | $2,631-19.7% |
| Participant deferral / active EE | $2,588 | $3,756-31.1% | $6,164-58.0% | $4,212-38.5% |
| Admin fee / account holder | $1,267 | $6,026-79.0% | $7,285-82.6% | $7,344-82.8% |