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 | $116,677 | $94,625+23.3% | $116,228+0.4% | $84,808+37.6% |
| Participation rate | 87.1% | 70.4%+16.6pp | 74.6%+12.5pp | 68.3%+18.8pp |
| Annual return | 10.92% | 20.40%-9.5pp | 90.06%-79.1pp | 40.90%-30.0pp |
| Employer contribution / active EE | $2,579 | $2,347+9.9% | $2,994-13.9% | $2,631-2.0% |
| Participant deferral / active EE | $5,420 | $3,972+36.5% | $4,953+9.4% | $4,212+28.7% |
| Admin fee / account holder | $3,634 | $10,091-64.0% | $11,989-69.7% | $7,344-50.5% |