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 | $118,101 | $138,347-14.6% | $184,203-35.9% | $80,856+46.1% |
| Participation rate | 92.9% | 83.9%+9.0pp | 86.8%+6.0pp | 67.6%+25.2pp |
| Annual return | 10.90% | 20.02%-9.1pp | 28.81%-17.9pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,962 | $4,850-59.6% | $6,427-69.5% | $2,755-28.8% |
| Participant deferral / active EE | $8,553 | $7,071+21.0% | $9,131-6.3% | $4,296+99.1% |
| Admin fee / account holder | $2,711 | $10,483-74.1% | $13,901-80.5% | $6,918-60.8% |