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 5-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 | $15,724 | $64,480-75.6% | $81,382-80.7% | $80,856-80.6% |
| Participation rate | 95.0% | 63.9%+31.1pp | 69.5%+25.5pp | 67.6%+27.4pp |
| Annual return | 10.13% | 16.34%-6.2pp | 24.73%-14.6pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,220 | $1,978-38.3% | $2,463-50.5% | $2,755-55.7% |
| Participant deferral / active EE | $2,892 | $3,094-6.5% | $3,883-25.5% | $4,296-32.7% |
| Admin fee / account holder | $869 | $5,671-84.7% | $5,768-84.9% | $6,918-87.4% |