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 | $47,041 | $110,257-57.3% | $96,544-51.3% | $139,434-66.3% |
| Participation rate | 95.8% | 78.1%+17.7pp | 76.0%+19.9pp | 80.3%+15.5pp |
| Annual return | 8.06% | 26.32%-18.3pp | 25.84%-17.8pp | 372.94%-364.9pp |
| Employer contribution / active EE | $5,053 | $3,620+39.6% | $2,965+70.4% | $4,751+6.4% |
| Participant deferral / active EE | $3,394 | $5,548-38.8% | $4,851-30.0% | $6,710-49.4% |
| Admin fee / account holder | $1,700 | $11,591-85.3% | $8,252-79.4% | $11,403-85.1% |