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 | $41,293 | $63,764-35.2% | $81,930-49.6% | $79,858-48.3% |
| Participation rate | 75.0% | 67.5%+7.5pp | 72.0%+3.0pp | 69.6%+5.4pp |
| Annual return | 9.31% | 22.66%-13.4pp | 29.49%-20.2pp | 31.71%-22.4pp |
| Employer contribution / active EE | $2,736 | $1,795+52.4% | $4,310-36.5% | $2,471+10.7% |
| Participant deferral / active EE | $4,804 | $2,780+72.8% | $7,107-32.4% | $3,740+28.4% |
| Admin fee / account holder | $4,300 | $4,426-2.8% | $5,158-16.6% | $5,306-19.0% |