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 | $37,955 | $65,041-41.6% | $90,951-58.3% | $79,858-52.5% |
| Participation rate | 71.1% | 61.6%+9.4pp | 69.0%+2.0pp | 69.6%+1.4pp |
| Annual return | 8.24% | 30.45%-22.2pp | 134.60%-126.4pp | 31.71%-23.5pp |
| Employer contribution / active EE | $894 | $1,247-28.3% | $2,122-57.8% | $2,471-63.8% |
| Participant deferral / active EE | $2,429 | $2,512-3.3% | $3,373-28.0% | $3,740-35.0% |
| Admin fee / account holder | $7,187 | $4,536+58.5% | $5,959+20.6% | $5,306+35.5% |