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 | $106,816 | $101,724+5.0% | $164,813-35.2% | $80,856+32.1% |
| Participation rate | 75.0% | 71.8%+3.2pp | 78.6%-3.6pp | 67.6%+7.4pp |
| Annual return | 9.61% | 16.72%-7.1pp | 69.93%-60.3pp | 35.59%-26.0pp |
| Employer contribution / active EE | $2,248 | $2,953-23.9% | $4,341-48.2% | $2,755-18.4% |
| Participant deferral / active EE | $5,671 | $4,477+26.7% | $6,031-6.0% | $4,296+32.0% |
| Admin fee / account holder | $1,629 | $8,227-80.2% | $12,690-87.2% | $6,918-76.4% |