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 | $20,389 | $60,892-66.5% | $82,389-75.3% | $84,808-76.0% |
| Participation rate | 82.1% | 63.3%+18.9pp | 69.5%+12.6pp | 68.3%+13.8pp |
| Annual return | 12.62% | 37.29%-24.7pp | 28.67%-16.0pp | 40.90%-28.3pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,382 | $3,179-25.1% | $4,155-42.7% | $4,212-43.4% |
| Admin fee / account holder | $409 | $5,467-92.5% | $7,231-94.4% | $7,344-94.4% |