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 7-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 | $52,679 | $80,673-34.7% | $101,326-48.0% | $84,808-37.9% |
| Participation rate | 96.2% | 77.8%+18.4pp | 81.5%+14.7pp | 68.3%+27.8pp |
| Annual return | 14.19% | 38.95%-24.8pp | 36.82%-22.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,495 | $2,698+29.5% | $3,665-4.7% | $2,631+32.8% |
| Participant deferral / active EE | $5,573 | $6,840-18.5% | $7,994-30.3% | $4,212+32.3% |
| Admin fee / account holder | $10,892 | $12,784-14.8% | $11,185-2.6% | $7,344+48.3% |