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 | $30,106 | $135,952-77.9% | $123,892-75.7% | $273,961-89.0% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 3.47% | 56.63%-53.2pp | 47.52%-44.0pp | 41.45%-38.0pp |
| Employer contribution / active EE | $1,724 | $5,170-66.7% | $4,617-62.7% | $4,869-64.6% |
| Participant deferral / active EE | $4,617 | $6,343-27.2% | $5,984-22.8% | $5,287-12.7% |
| Admin fee / account holder | $1,447 | $9,817-85.3% | $8,357-82.7% | $10,132-85.7% |