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 | $17,557 | $57,016-69.2% | $84,966-79.3% | $80,856-78.3% |
| Participation rate | 96.4% | 56.3%+40.1pp | 67.5%+28.9pp | 67.6%+28.8pp |
| Annual return | 7.39% | 21.66%-14.3pp | 66.38%-59.0pp | 35.59%-28.2pp |
| Employer contribution / active EE | $2,586 | $1,798+43.9% | $2,727-5.2% | $2,755-6.1% |
| Participant deferral / active EE | $1,528 | $3,110-50.9% | $4,519-66.2% | $4,296-64.4% |
| Admin fee / account holder | $1,922 | $4,980-61.4% | $6,149-68.7% | $6,918-72.2% |