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 | $51,628 | $110,257-53.2% | $96,544-46.5% | $139,434-63.0% |
| Participation rate | 89.5% | 78.1%+11.4pp | 76.0%+13.5pp | 80.3%+9.2pp |
| Annual return | 8.70% | 26.32%-17.6pp | 25.84%-17.1pp | 372.94%-364.2pp |
| Employer contribution / active EE | $1,538 | $3,620-57.5% | $2,965-48.1% | $4,751-67.6% |
| Participant deferral / active EE | $2,320 | $5,548-58.2% | $4,851-52.2% | $6,710-65.4% |
| Admin fee / account holder | $3,609 | $11,591-68.9% | $8,252-56.3% | $11,403-68.3% |