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 4-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 | $30,984 | $76,367-59.4% | $93,606-66.9% | $72,985-57.5% |
| Participation rate | 77.8% | 71.7%+6.0pp | 75.8%+1.9pp | 69.5%+8.3pp |
| Annual return | 11.70% | 25.82%-14.1pp | 32.76%-21.1pp | 81.00%-69.3pp |
| Employer contribution / active EE | $1,078 | $2,275-52.6% | $2,718-60.3% | $2,440-55.8% |
| Participant deferral / active EE | $1,850 | $3,538-47.7% | $4,069-54.5% | $3,607-48.7% |
| Admin fee / account holder | $38,819 | $6,838+467.7% | $7,888+392.1% | $5,124+657.5% |