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 | $51,718 | $89,753-42.4% | $107,525-51.9% | $84,808-39.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 4.11% | 29.48%-25.4pp | 181.32%-177.2pp | 40.90%-36.8pp |
| Employer contribution / active EE | $3,067 | $3,113-1.5% | $3,754-18.3% | $2,631+16.6% |
| Participant deferral / active EE | $3,487 | $4,056-14.0% | $5,116-31.8% | $4,212-17.2% |
| Admin fee / account holder | $8,772 | $7,222+21.5% | $8,919-1.6% | $7,344+19.5% |