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 | $29,732 | $80,717-63.2% | $154,803-80.8% | $84,808-64.9% |
| Participation rate | 97.1% | 66.8%+30.3pp | 78.1%+19.1pp | 68.3%+28.8pp |
| Annual return | 10.96% | 37.96%-27.0pp | 58.88%-47.9pp | 40.90%-29.9pp |
| Employer contribution / active EE | $3,423 | $2,761+24.0% | $4,305-20.5% | $2,631+30.1% |
| Participant deferral / active EE | $3,706 | $3,303+12.2% | $5,540-33.1% | $4,212-12.0% |
| Admin fee / account holder | $1,646 | $6,746-75.6% | $14,329-88.5% | $7,344-77.6% |