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 9-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 | $39,291 | $85,766-54.2% | $136,294-71.2% | $70,131-44.0% |
| Participation rate | 71.7% | 74.2%-2.4pp | 81.9%-10.2pp | 69.5%+2.2pp |
| Annual return | 12.53% | 31.45%-18.9pp | 5155.94%-5143.4pp | 73.14%-60.6pp |
| Employer contribution / active EE | $1,595 | $2,966-46.2% | $4,695-66.0% | $2,342-31.9% |
| Participant deferral / active EE | $2,916 | $5,051-42.3% | $6,247-53.3% | $3,332-12.5% |
| Admin fee / account holder | $863 | $5,420-84.1% | $9,243-90.7% | $4,645-81.4% |