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 | $73,388 | $78,926-7.0% | $136,749-46.3% | $84,808-13.5% |
| Participation rate | 97.1% | 62.2%+35.0pp | 72.1%+25.0pp | 68.3%+28.8pp |
| Annual return | 12.15% | 18.17%-6.0pp | 24.33%-12.2pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,966 | $2,134-7.9% | $3,400-42.2% | $2,631-25.3% |
| Participant deferral / active EE | $3,023 | $3,168-4.6% | $4,692-35.6% | $4,212-28.2% |
| Admin fee / account holder | $5,167 | $6,369-18.9% | $11,386-54.6% | $7,344-29.6% |