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 | $109,802 | $109,413+0.4% | $156,263-29.7% | $84,808+29.5% |
| Participation rate | 73.5% | 72.7%+0.8pp | 78.9%-5.4pp | 68.3%+5.2pp |
| Annual return | 11.92% | 20.18%-8.3pp | 59.47%-47.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $2,422 | $2,907-16.7% | $4,333-44.1% | $2,631-7.9% |
| Participant deferral / active EE | $10,029 | $4,590+118.5% | $6,158+62.9% | $4,212+138.1% |
| Admin fee / account holder | $10,786 | $9,357+15.3% | $14,255-24.3% | $7,344+46.9% |