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 | $32,961 | $54,705-39.7% | $71,209-53.7% | $84,808-61.1% |
| Participation rate | 76.1% | 64.1%+12.1pp | 73.8%+2.4pp | 68.3%+7.8pp |
| Annual return | 10.79% | 35.90%-25.1pp | 282.51%-271.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $1,525 | $2,158-29.3% | $2,721-44.0% | $2,631-42.0% |
| Participant deferral / active EE | $2,621 | $3,030-13.5% | $4,175-37.2% | $4,212-37.8% |
| Admin fee / account holder | $3,399 | $4,863-30.1% | $5,349-36.5% | $7,344-53.7% |