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 | $44,362 | $45,073-1.6% | $69,455-36.1% | $72,985-39.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 4.59% | 22.65%-18.1pp | 28.97%-24.4pp | 81.00%-76.4pp |
| Employer contribution / active EE | $2,438 | $2,054+18.7% | $2,779-12.3% | $2,440-0.1% |
| Participant deferral / active EE | $2,314 | $2,602-11.1% | $3,535-34.6% | $3,607-35.9% |
| Admin fee / account holder | $941 | $3,056-69.2% | $3,839-75.5% | $5,124-81.6% |