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 | $73,933 | $103,376-28.5% | $87,100-15.1% | $152,861-51.6% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.9%+3.1pp | 82.4%-2.4pp |
| Annual return | 1.40% | 28.10%-26.7pp | 28.19%-26.8pp | 345.32%-343.9pp |
| Employer contribution / active EE | $743 | $3,220-76.9% | $2,521-70.5% | $4,762-84.4% |
| Participant deferral / active EE | $1,785 | $4,778-62.6% | $4,049-55.9% | $5,850-69.5% |
| Admin fee / account holder | $501 | $12,205-95.9% | $7,497-93.3% | $11,596-95.7% |