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 6-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 | $46,005 | $109,881-58.1% | $150,045-69.3% | $84,808-45.8% |
| Participation rate | 98.0% | 76.1%+22.0pp | 82.3%+15.7pp | 68.3%+29.7pp |
| Annual return | 9.77% | 28.25%-18.5pp | 62.55%-52.8pp | 40.90%-31.1pp |
| Employer contribution / active EE | $3,068 | $3,561-13.8% | $4,693-34.6% | $2,631+16.6% |
| Participant deferral / active EE | $6,588 | $6,636-0.7% | $7,997-17.6% | $4,212+56.4% |
| Admin fee / account holder | $1,508 | $8,568-82.4% | $13,435-88.8% | $7,344-79.5% |