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 9-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 | $35,313 | $54,762-35.5% | $90,281-60.9% | $72,985-51.6% |
| Participation rate | 92.0% | 65.1%+26.9pp | 73.3%+18.7pp | 69.5%+22.5pp |
| Annual return | 3.93% | 30.63%-26.7pp | 78.10%-74.2pp | 81.00%-77.1pp |
| Employer contribution / active EE | $1,703 | $2,092-18.6% | $2,854-40.3% | $2,440-30.2% |
| Participant deferral / active EE | $2,039 | $2,887-29.4% | $3,885-47.5% | $3,607-43.5% |
| Admin fee / account holder | $1,509 | $3,972-62.0% | $5,351-71.8% | $5,124-70.5% |