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 | $121,480 | $109,881+10.6% | $150,045-19.0% | $84,808+43.2% |
| Participation rate | 97.8% | 76.1%+21.7pp | 82.3%+15.5pp | 68.3%+29.5pp |
| Annual return | 11.40% | 28.25%-16.8pp | 62.55%-51.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $755 | $3,561-78.8% | $4,693-83.9% | $2,631-71.3% |
| Participant deferral / active EE | $9,437 | $6,636+42.2% | $7,997+18.0% | $4,212+124.1% |
| Admin fee / account holder | $1,530 | $8,568-82.1% | $13,435-88.6% | $7,344-79.2% |