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 | $44,409 | $57,016-22.1% | $84,966-47.7% | $80,856-45.1% |
| Participation rate | 88.0% | 56.3%+31.7pp | 67.5%+20.5pp | 67.6%+20.4pp |
| Annual return | 9.14% | 21.66%-12.5pp | 66.38%-57.2pp | 35.59%-26.5pp |
| Employer contribution / active EE | $1,624 | $1,798-9.7% | $2,727-40.5% | $2,755-41.1% |
| Participant deferral / active EE | $2,504 | $3,110-19.5% | $4,519-44.6% | $4,296-41.7% |
| Admin fee / account holder | $3,873 | $4,980-22.2% | $6,149-37.0% | $6,918-44.0% |