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 | $32,739 | $73,933-55.7% | $96,683-66.1% | $75,163-56.4% |
| Participation rate | 90.2% | 66.4%+23.8pp | 74.3%+15.9pp | 67.2%+23.1pp |
| Annual return | 12.27% | 26.70%-14.4pp | 35.69%-23.4pp | 160.62%-148.3pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,545 | $3,659+24.2% | $4,878-6.8% | $4,125+10.2% |
| Admin fee / account holder | $1,109 | $5,216-78.7% | $6,730-83.5% | $5,651-80.4% |