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 | $77,875 | $109,881-29.1% | $150,045-48.1% | $84,808-8.2% |
| Participation rate | 96.6% | 76.1%+20.5pp | 82.3%+14.2pp | 68.3%+28.2pp |
| Annual return | 13.02% | 28.25%-15.2pp | 62.55%-49.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,217 | $3,561-37.8% | $4,693-52.8% | $2,631-15.8% |
| Participant deferral / active EE | $3,361 | $6,636-49.3% | $7,997-58.0% | $4,212-20.2% |
| Admin fee / account holder | $1,880 | $8,568-78.1% | $13,435-86.0% | $7,344-74.4% |