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 | $43,986 | $80,717-45.5% | $154,803-71.6% | $84,808-48.1% |
| Participation rate | 95.4% | 66.8%+28.6pp | 78.1%+17.3pp | 68.3%+27.1pp |
| Annual return | 12.90% | 37.96%-25.1pp | 58.88%-46.0pp | 40.90%-28.0pp |
| Employer contribution / active EE | $818 | $2,761-70.4% | $4,305-81.0% | $2,631-68.9% |
| Participant deferral / active EE | $3,360 | $3,303+1.7% | $5,540-39.4% | $4,212-20.2% |
| Admin fee / account holder | $2,303 | $6,746-65.9% | $14,329-83.9% | $7,344-68.6% |