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 | $43,681 | $80,673-45.9% | $101,326-56.9% | $84,808-48.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 81.5%-6.5pp | 68.3%+6.7pp |
| Annual return | 14.25% | 38.95%-24.7pp | 36.82%-22.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $408 | $2,698-84.9% | $3,665-88.9% | $2,631-84.5% |
| Participant deferral / active EE | $3,672 | $6,840-46.3% | $7,994-54.1% | $4,212-12.8% |
| Admin fee / account holder | $975 | $12,784-92.4% | $11,185-91.3% | $7,344-86.7% |