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 | $32,543 | $91,190-64.3% | $178,490-81.8% | $79,858-59.2% |
| Participation rate | 85.7% | 69.2%+16.5pp | 81.9%+3.8pp | 69.6%+16.1pp |
| Annual return | 4.07% | 24.19%-20.1pp | 151.07%-147.0pp | 31.71%-27.6pp |
| Employer contribution / active EE | $2,326 | $3,256-28.6% | $5,011-53.6% | $2,471-5.9% |
| Participant deferral / active EE | $3,752 | $3,236+15.9% | $5,202-27.9% | $3,740+0.3% |
| Admin fee / account holder | $934 | $6,751-86.2% | $13,984-93.3% | $5,306-82.4% |