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 | $74,388 | $81,460-8.7% | $103,333-28.0% | $80,856-8.0% |
| Participation rate | 92.3% | 66.8%+25.5pp | 74.5%+17.8pp | 67.6%+24.7pp |
| Annual return | 8.55% | 25.55%-17.0pp | 24.88%-16.3pp | 35.59%-27.0pp |
| Employer contribution / active EE | $5,284 | $3,105+70.2% | $3,868+36.6% | $2,755+91.8% |
| Participant deferral / active EE | $4,479 | $3,869+15.8% | $5,057-11.4% | $4,296+4.3% |
| Admin fee / account holder | $4,353 | $6,566-33.7% | $8,355-47.9% | $6,918-37.1% |