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 | $21,456 | $63,355-66.1% | $91,989-76.7% | $72,985-70.6% |
| Participation rate | 91.4% | 72.5%+18.9pp | 78.6%+12.8pp | 69.5%+21.9pp |
| Annual return | 18.25% | 35.35%-17.1pp | 69.02%-50.8pp | 81.00%-62.8pp |
| Employer contribution / active EE | $1,517 | $2,116-28.3% | $3,452-56.0% | $2,440-37.8% |
| Participant deferral / active EE | $3,207 | $4,883-34.3% | $5,923-45.8% | $3,607-11.1% |
| Admin fee / account holder | $5,882 | $4,668+26.0% | $7,743-24.0% | $5,124+14.8% |