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 | $91,735 | $117,381-21.8% | $99,443-7.8% | $152,861-40.0% |
| Participation rate | 94.7% | 77.5%+17.2pp | 73.8%+20.9pp | 82.4%+12.3pp |
| Annual return | 2.56% | 31.87%-29.3pp | 30.72%-28.2pp | 345.32%-342.8pp |
| Employer contribution / active EE | $1,193 | $3,013-60.4% | $2,540-53.0% | $4,762-74.9% |
| Participant deferral / active EE | $1,650 | $4,086-59.6% | $3,619-54.4% | $5,850-71.8% |
| Admin fee / account holder | $3,307 | $7,631-56.7% | $6,250-47.1% | $11,596-71.5% |