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 | $38,117 | $60,892-37.4% | $82,389-53.7% | $84,808-55.1% |
| Participation rate | 94.6% | 63.3%+31.3pp | 69.5%+25.0pp | 68.3%+26.3pp |
| Annual return | 12.67% | 37.29%-24.6pp | 28.67%-16.0pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,048 | $1,779+15.1% | $2,517-18.6% | $2,631-22.2% |
| Participant deferral / active EE | $5,214 | $3,179+64.0% | $4,155+25.5% | $4,212+23.8% |
| Admin fee / account holder | $1,732 | $5,467-68.3% | $7,231-76.1% | $7,344-76.4% |