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 | $42,281 | $86,891-51.3% | $142,449-70.3% | $75,163-43.7% |
| Participation rate | 98.1% | 68.5%+29.5pp | 76.8%+21.3pp | 67.2%+30.9pp |
| Annual return | 11.81% | 23.31%-11.5pp | 19.99%-8.2pp | 160.62%-148.8pp |
| Employer contribution / active EE | $1,962 | $3,355-41.5% | $4,847-59.5% | $2,670-26.5% |
| Participant deferral / active EE | $5,223 | $4,938+5.8% | $6,283-16.9% | $4,125+26.6% |
| Admin fee / account holder | $14,823 | $7,299+103.1% | $10,011+48.1% | $5,651+162.3% |