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 | $39,124 | $73,981-47.1% | $105,722-63.0% | $62,891-37.8% |
| Participation rate | 81.8% | 71.7%+10.1pp | 78.9%+2.9pp | 69.3%+12.5pp |
| Annual return | 3.82% | 17.60%-13.8pp | 12.25%-8.4pp | 20.14%-16.3pp |
| Employer contribution / active EE | $662 | $2,856-76.8% | $4,079-83.8% | $2,281-71.0% |
| Participant deferral / active EE | $2,369 | $4,038-41.3% | $5,326-55.5% | $3,203-26.0% |
| Admin fee / account holder | $2,765 | $5,976-53.7% | $8,308-66.7% | $4,296-35.6% |