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 | $76,901 | $93,170-17.5% | $100,534-23.5% | $84,808-9.3% |
| Participation rate | 82.9% | 75.8%+7.1pp | 80.6%+2.3pp | 68.3%+14.6pp |
| Annual return | 13.57% | 47.13%-33.6pp | 32.66%-19.1pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,574 | $3,985-35.4% | $4,346-40.8% | $2,631-2.2% |
| Participant deferral / active EE | $4,442 | $5,699-22.1% | $6,144-27.7% | $4,212+5.5% |
| Admin fee / account holder | $2,295 | $7,382-68.9% | $7,654-70.0% | $7,344-68.8% |