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 | $22,674 | $59,839-62.1% | $81,983-72.3% | $79,858-71.6% |
| Participation rate | 91.1% | 61.6%+29.5pp | 69.2%+21.9pp | 69.6%+21.5pp |
| Annual return | 1.74% | 17.56%-15.8pp | 41.31%-39.6pp | 31.71%-30.0pp |
| Employer contribution / active EE | $2,470 | $1,713+44.1% | $2,498-1.1% | $2,4710% |
| Participant deferral / active EE | $5,246 | $2,695+94.6% | $3,722+40.9% | $3,740+40.3% |
| Admin fee / account holder | $1,887 | $4,287-56.0% | $5,664-66.7% | $5,306-64.4% |