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 | $55,657 | $83,477-33.3% | $125,175-55.5% | $72,985-23.7% |
| Participation rate | 96.0% | 73.3%+22.7pp | 79.8%+16.2pp | 69.5%+26.5pp |
| Annual return | 4.32% | 25.78%-21.5pp | 43.79%-39.5pp | 81.00%-76.7pp |
| Employer contribution / active EE | $1,672 | $2,345-28.7% | $3,865-56.7% | $2,440-31.5% |
| Participant deferral / active EE | $3,035 | $3,585-15.4% | $4,937-38.5% | $3,607-15.9% |
| Admin fee / account holder | $2,812 | $5,517-49.0% | $9,702-71.0% | $5,124-45.1% |