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 | $60,396 | $95,803-37.0% | $113,168-46.6% | $84,808-28.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 4.47% | 25.00%-20.5pp | 24.27%-19.8pp | 40.90%-36.4pp |
| Employer contribution / active EE | $2,107 | $2,360-10.7% | $2,975-29.2% | $2,631-19.9% |
| Participant deferral / active EE | $3,853 | $4,242-9.2% | $5,107-24.6% | $4,212-8.5% |
| Admin fee / account holder | $3,985 | $8,989-55.7% | $12,068-67.0% | $7,344-45.7% |