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 | $31,047 | $65,365-52.5% | $92,893-66.6% | $72,985-57.5% |
| Participation rate | 79.7% | 68.3%+11.3pp | 76.0%+3.7pp | 69.5%+10.2pp |
| Annual return | 4.07% | 42.10%-38.0pp | 109.41%-105.3pp | 81.00%-76.9pp |
| Employer contribution / active EE | $1,709 | $2,594-34.1% | $3,653-53.2% | $2,440-29.9% |
| Participant deferral / active EE | $3,028 | $3,128-3.2% | $4,236-28.5% | $3,607-16.1% |
| Admin fee / account holder | $1,048 | $4,251-75.3% | $5,794-81.9% | $5,124-79.5% |