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 | $97,621 | $163,101-40.1% | $136,749-28.6% | $142,382-31.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 2.85% | 27.54%-24.7pp | 24.33%-21.5pp | 217.08%-214.2pp |
| Employer contribution / active EE | $1,289 | $4,117-68.7% | $3,400-62.1% | $4,299-70.0% |
| Participant deferral / active EE | $3,142 | $5,585-43.7% | $4,692-33.0% | $6,507-51.7% |
| Admin fee / account holder | $1,940 | $14,318-86.5% | $11,386-83.0% | $12,624-84.6% |