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 | $53,991 | $95,803-43.6% | $113,168-52.3% | $84,808-36.3% |
| Participation rate | 90.5% | 72.9%+17.6pp | 76.6%+13.9pp | 68.3%+22.2pp |
| Annual return | 9.89% | 25.00%-15.1pp | 24.27%-14.4pp | 40.90%-31.0pp |
| Employer contribution / active EE | $1,612 | $2,360-31.7% | $2,975-45.8% | $2,631-38.7% |
| Participant deferral / active EE | $3,249 | $4,242-23.4% | $5,107-36.4% | $4,212-22.9% |
| Admin fee / account holder | $3,010 | $8,989-66.5% | $12,068-75.1% | $7,344-59.0% |