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 | $82,906 | $53,822+54.0% | $75,696+9.5% | $85,850-3.4% |
| Participation rate | 96.9% | 69.1%+27.8pp | 74.8%+22.0pp | 69.3%+27.6pp |
| Annual return | 12.13% | 24.54%-12.4pp | 104.53%-92.4pp | 318.53%-306.4pp |
| Employer contribution / active EE | $3,425 | $2,017+69.8% | $2,743+24.9% | $2,565+33.5% |
| Participant deferral / active EE | $7,348 | $2,895+153.8% | $3,821+92.3% | $3,952+85.9% |
| Admin fee / account holder | $2,978 | $3,343-10.9% | $3,619-17.7% | $6,260-52.4% |