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 | $24,187 | $80,717-70.0% | $154,803-84.4% | $84,808-71.5% |
| Participation rate | 97.4% | 66.8%+30.6pp | 78.1%+19.4pp | 68.3%+29.1pp |
| Annual return | 10.83% | 37.96%-27.1pp | 58.88%-48.1pp | 40.90%-30.1pp |
| Employer contribution / active EE | $1,445 | $2,761-47.7% | $4,305-66.4% | $2,631-45.1% |
| Participant deferral / active EE | $1,938 | $3,303-41.3% | $5,540-65.0% | $4,212-54.0% |
| Admin fee / account holder | $3,195 | $6,746-52.6% | $14,329-77.7% | $7,344-56.5% |