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 | $22,334 | $59,101-62.2% | $77,163-71.1% | $75,163-70.3% |
| Participation rate | 82.6% | 63.9%+18.7pp | 69.6%+13.0pp | 67.2%+15.4pp |
| Annual return | 11.48% | 26.71%-15.2pp | 37.87%-26.4pp | 160.62%-149.1pp |
| Employer contribution / active EE | $1,030 | $1,995-48.4% | $2,535-59.4% | $2,670-61.4% |
| Participant deferral / active EE | $1,959 | $2,999-34.7% | $3,833-48.9% | $4,125-52.5% |
| Admin fee / account holder | $938 | $4,774-80.3% | $5,472-82.9% | $5,651-83.4% |