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 | $68,352 | $117,983-42.1% | $101,794-32.9% | $142,382-52.0% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 1.42% | 36.92%-35.5pp | 30.53%-29.1pp | 217.08%-215.7pp |
| Employer contribution / active EE | $1,711 | $2,773-38.3% | $2,289-25.2% | $4,299-60.2% |
| Participant deferral / active EE | $3,683 | $4,714-21.9% | $4,084-9.8% | $6,507-43.4% |
| Admin fee / account holder | $1,340 | $10,433-87.2% | $8,777-84.7% | $12,624-89.4% |