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 | $102,549 | $74,927+36.9% | $101,794+0.7% | $84,808+20.9% |
| Participation rate | 73.1% | 61.4%+11.7pp | 69.2%+3.9pp | 68.3%+4.8pp |
| Annual return | 9.81% | 18.70%-8.9pp | 30.53%-20.7pp | 40.90%-31.1pp |
| Employer contribution / active EE | $1,104 | $1,522-27.4% | $2,289-51.8% | $2,631-58.0% |
| Participant deferral / active EE | $4,468 | $3,099+44.2% | $4,084+9.4% | $4,212+6.1% |
| Admin fee / account holder | $3,097 | $6,514-52.5% | $8,777-64.7% | $7,344-57.8% |