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 | $83,632 | $95,803-12.7% | $113,168-26.1% | $84,808-1.4% |
| Participation rate | 78.1% | 72.9%+5.3pp | 76.6%+1.6pp | 68.3%+9.8pp |
| Annual return | 12.23% | 25.00%-12.8pp | 24.27%-12.0pp | 40.90%-28.7pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,832 | $4,242-33.2% | $5,107-44.5% | $4,212-32.8% |
| Admin fee / account holder | $2,598 | $8,989-71.1% | $12,068-78.5% | $7,344-64.6% |