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 | $21,329 | $52,580-59.4% | $71,671-70.2% | $70,131-69.6% |
| Participation rate | 85.2% | 60.9%+24.3pp | 68.7%+16.4pp | 69.5%+15.6pp |
| Annual return | 11.43% | 20.25%-8.8pp | 20.65%-9.2pp | 73.14%-61.7pp |
| Employer contribution / active EE | $1,649 | $1,616+2.1% | $2,460-33.0% | $2,342-29.6% |
| Participant deferral / active EE | $3,315 | $2,386+38.9% | $3,438-3.6% | $3,332-0.5% |
| Admin fee / account holder | $3,467 | $3,653-5.1% | $5,558-37.6% | $4,645-25.4% |