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 | $54,331 | $80,968-32.9% | $96,544-43.7% | $75,163-27.7% |
| Participation rate | 89.5% | 71.8%+17.7pp | 76.0%+13.5pp | 67.2%+22.3pp |
| Annual return | 5.43% | 27.06%-21.6pp | 25.84%-20.4pp | 160.62%-155.2pp |
| Employer contribution / active EE | $1,922 | $2,282-15.8% | $2,965-35.2% | $2,670-28.0% |
| Participant deferral / active EE | $2,403 | $3,928-38.8% | $4,851-50.5% | $4,125-41.7% |
| Admin fee / account holder | $334 | $6,724-95.0% | $8,252-96.0% | $5,651-94.1% |