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 | $45,973 | $80,673-43.0% | $101,326-54.6% | $84,808-45.8% |
| Participation rate | 82.4% | 77.8%+4.6pp | 81.5%+0.9pp | 68.3%+14.0pp |
| Annual return | 11.55% | 38.95%-27.4pp | 36.82%-25.3pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,907 | $2,698-29.3% | $3,665-48.0% | $2,631-27.5% |
| Participant deferral / active EE | $3,562 | $6,840-47.9% | $7,994-55.4% | $4,212-15.4% |
| Admin fee / account holder | $5,740 | $12,784-55.1% | $11,185-48.7% | $7,344-21.8% |