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 | $53,565 | $65,365-18.1% | $92,893-42.3% | $72,985-26.6% |
| Participation rate | 84.3% | 68.3%+16.0pp | 76.0%+8.3pp | 69.5%+14.8pp |
| Annual return | 6.41% | 42.10%-35.7pp | 109.41%-103.0pp | 81.00%-74.6pp |
| Employer contribution / active EE | $843 | $2,594-67.5% | $3,653-76.9% | $2,440-65.5% |
| Participant deferral / active EE | $1,857 | $3,128-40.6% | $4,236-56.2% | $3,607-48.5% |
| Admin fee / account holder | $599 | $4,251-85.9% | $5,794-89.7% | $5,124-88.3% |