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 | $41,588 | $162,781-74.5% | $133,956-69.0% | $158,922-73.8% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 4.57% | 41.94%-37.4pp | 45.09%-40.5pp | 302.83%-298.3pp |
| Employer contribution / active EE | $1,977 | $4,975-60.3% | $3,919-49.5% | $4,761-58.5% |
| Participant deferral / active EE | $2,978 | $5,911-49.6% | $5,048-41.0% | $5,982-50.2% |
| Admin fee / account holder | $2,993 | $11,736-74.5% | $8,927-66.5% | $11,246-73.4% |