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 | $42,688 | $72,277-40.9% | $101,248-57.8% | $79,858-46.5% |
| Participation rate | 89.3% | 68.5%+20.8pp | 75.8%+13.5pp | 69.6%+19.7pp |
| Annual return | 8.86% | 22.30%-13.4pp | 46.47%-37.6pp | 31.71%-22.9pp |
| Employer contribution / active EE | $3,456 | $2,692+28.4% | $3,660-5.6% | $2,471+39.9% |
| Participant deferral / active EE | $3,484 | $3,282+6.2% | $4,370-20.3% | $3,740-6.8% |
| Admin fee / account holder | $16,323 | $4,400+270.9% | $5,945+174.5% | $5,306+207.6% |