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 9-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 | $53,440 | $72,492-26.3% | $87,100-38.6% | $72,985-26.8% |
| Participation rate | 81.5% | 72.8%+8.7pp | 76.9%+4.6pp | 69.5%+12.0pp |
| Annual return | 2.22% | 24.46%-22.2pp | 28.19%-26.0pp | 81.00%-78.8pp |
| Employer contribution / active EE | $1,237 | $1,894-34.7% | $2,521-50.9% | $2,440-49.3% |
| Participant deferral / active EE | $2,760 | $3,270-15.6% | $4,049-31.8% | $3,607-23.5% |
| Admin fee / account holder | $6,229 | $5,055+23.2% | $7,497-16.9% | $5,124+21.6% |