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 | $68,139 | $72,492-6.0% | $87,100-21.8% | $72,985-6.6% |
| Participation rate | 95.5% | 72.8%+22.6pp | 76.9%+18.6pp | 69.5%+26.0pp |
| Annual return | 5.72% | 24.46%-18.7pp | 28.19%-22.5pp | 81.00%-75.3pp |
| Employer contribution / active EE | $3,190 | $1,894+68.5% | $2,521+26.5% | $2,440+30.8% |
| Participant deferral / active EE | $1,798 | $3,270-45.0% | $4,049-55.6% | $3,607-50.1% |
| Admin fee / account holder | $2,097 | $5,055-58.5% | $7,497-72.0% | $5,124-59.1% |