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 | $40,237 | $78,422-48.7% | $95,952-58.1% | $79,858-49.6% |
| Participation rate | 89.7% | 73.5%+16.3pp | 77.1%+12.7pp | 69.6%+20.1pp |
| Annual return | 6.79% | 19.37%-12.6pp | 91.61%-84.8pp | 31.71%-24.9pp |
| Employer contribution / active EE | $2,650 | $1,945+36.3% | $2,541+4.3% | $2,471+7.3% |
| Participant deferral / active EE | $4,380 | $3,440+27.3% | $4,167+5.1% | $3,740+17.1% |
| Admin fee / account holder | $6,186 | $5,622+10.0% | $6,795-9.0% | $5,306+16.6% |