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 | $105,026 | $48,076+118.5% | $78,689+33.5% | $62,891+67.0% |
| Participation rate | 87.5% | 65.2%+22.3pp | 73.6%+13.9pp | 69.3%+18.2pp |
| Annual return | 4.44% | 31.35%-26.9pp | 62.18%-57.7pp | 20.14%-15.7pp |
| Employer contribution / active EE | $2,024 | $2,015+0.4% | $2,851-29.0% | $2,281-11.3% |
| Participant deferral / active EE | $4,078 | $2,588+57.6% | $3,517+16.0% | $3,203+27.3% |
| Admin fee / account holder | $1,049 | $3,207-67.3% | $4,510-76.7% | $4,296-75.6% |