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 | $52,729 | $54,762-3.7% | $90,281-41.6% | $72,985-27.8% |
| Participation rate | 97.0% | 65.1%+31.8pp | 73.3%+23.7pp | 69.5%+27.5pp |
| Annual return | 2.22% | 30.63%-28.4pp | 78.10%-75.9pp | 81.00%-78.8pp |
| Employer contribution / active EE | $3,145 | $2,092+50.3% | $2,854+10.2% | $2,440+28.9% |
| Participant deferral / active EE | $3,061 | $2,887+6.0% | $3,885-21.2% | $3,607-15.2% |
| Admin fee / account holder | $468 | $3,972-88.2% | $5,351-91.3% | $5,124-90.9% |