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 | $58,734 | $81,460-27.9% | $103,333-43.2% | $80,856-27.4% |
| Participation rate | 93.2% | 66.8%+26.4pp | 74.5%+18.7pp | 67.6%+25.6pp |
| Annual return | 8.97% | 25.55%-16.6pp | 24.88%-15.9pp | 35.59%-26.6pp |
| Employer contribution / active EE | $1,301 | $3,105-58.1% | $3,868-66.4% | $2,755-52.8% |
| Participant deferral / active EE | $1,984 | $3,869-48.7% | $5,057-60.8% | $4,296-53.8% |
| Admin fee / account holder | $2,565 | $6,566-60.9% | $8,355-69.3% | $6,918-62.9% |