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 | $45,623 | $72,277-36.9% | $101,248-54.9% | $79,858-42.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 9.23% | 22.30%-13.1pp | 46.47%-37.2pp | 31.71%-22.5pp |
| Employer contribution / active EE | $2,268 | $2,692-15.7% | $3,660-38.0% | $2,471-8.2% |
| Participant deferral / active EE | $3,461 | $3,282+5.5% | $4,370-20.8% | $3,740-7.5% |
| Admin fee / account holder | $7,122 | $4,400+61.9% | $5,945+19.8% | $5,306+34.2% |