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 5-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 | $11,241 | $81,248-86.2% | $155,509-92.8% | $80,856-86.1% |
| Participation rate | 87.8% | 66.2%+21.6pp | 78.2%+9.6pp | 67.6%+20.2pp |
| Annual return | 10.05% | 33.31%-23.3pp | 64.67%-54.6pp | 35.59%-25.5pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,485 | $3,452-28.0% | $5,626-55.8% | $4,296-42.2% |
| Admin fee / account holder | $331 | $7,997-95.9% | $15,912-97.9% | $6,918-95.2% |