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 | $91,826 | $93,071-1.3% | $74,583+23.1% | $273,961-66.5% |
| Participation rate | 71.4% | 74.9%-3.5pp | 68.1%+3.3pp | 83.0%-11.6pp |
| Annual return | 0.30% | 26.18%-25.9pp | 20.47%-20.2pp | 41.45%-41.2pp |
| Employer contribution / active EE | $500 | $3,160-84.2% | $2,525-80.2% | $4,869-89.7% |
| Participant deferral / active EE | $6,784 | $4,160+63.1% | $3,458+96.2% | $5,287+28.3% |
| Admin fee / account holder | $4,063 | $5,272-22.9% | $4,138-1.8% | $10,132-59.9% |