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 | $61,154 | $181,894-66.4% | $156,549-60.9% | $273,961-77.7% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 1.07% | 30.74%-29.7pp | 32.23%-31.2pp | 41.45%-40.4pp |
| Employer contribution / active EE | $2,100 | $6,248-66.4% | $5,501-61.8% | $4,869-56.9% |
| Participant deferral / active EE | $2,667 | $5,550-52.0% | $4,871-45.3% | $5,287-49.6% |
| Admin fee / account holder | $16,237 | $15,559+4.4% | $13,027+24.6% | $10,132+60.3% |