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 | $20,929 | $58,851-64.4% | $115,157-81.8% | $72,985-71.3% |
| Participation rate | 71.0% | 65.5%+5.4pp | 75.9%-4.9pp | 69.5%+1.5pp |
| Annual return | 6.13% | 23.16%-17.0pp | 35.60%-29.5pp | 81.00%-74.9pp |
| Employer contribution / active EE | $1,804 | $1,798+0.3% | $3,179-43.3% | $2,440-26.1% |
| Participant deferral / active EE | $2,124 | $2,643-19.6% | $4,168-49.0% | $3,607-41.1% |
| Admin fee / account holder | $1,298 | $6,370-79.6% | $7,088-81.7% | $5,124-74.7% |