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 8-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 | $61,432 | $80,717-23.9% | $154,803-60.3% | $84,808-27.6% |
| Participation rate | 96.6% | 66.8%+29.8pp | 78.1%+18.5pp | 68.3%+28.3pp |
| Annual return | 12.73% | 37.96%-25.2pp | 58.88%-46.2pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,305 | $2,761+19.7% | $4,305-23.2% | $2,631+25.6% |
| Participant deferral / active EE | $4,175 | $3,303+26.4% | $5,540-24.6% | $4,212-0.9% |
| Admin fee / account holder | $606 | $6,746-91.0% | $14,329-95.8% | $7,344-91.8% |