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 | $51,658 | $80,717-36.0% | $154,803-66.6% | $84,808-39.1% |
| Participation rate | 88.6% | 66.8%+21.8pp | 78.1%+10.6pp | 68.3%+20.3pp |
| Annual return | 9.84% | 37.96%-28.1pp | 58.88%-49.0pp | 40.90%-31.1pp |
| Employer contribution / active EE | $5,716 | $2,761+107.0% | $4,305+32.8% | $2,631+117.3% |
| Participant deferral / active EE | $1,334 | $3,303-59.6% | $5,540-75.9% | $4,212-68.3% |
| Admin fee / account holder | $5,278 | $6,746-21.8% | $14,329-63.2% | $7,344-28.1% |