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 | $87,586 | $72,492+20.8% | $87,100+0.6% | $72,985+20.0% |
| Participation rate | 89.7% | 72.8%+16.9pp | 76.9%+12.9pp | 69.5%+20.3pp |
| Annual return | 14.48% | 24.46%-10.0pp | 28.19%-13.7pp | 81.00%-66.5pp |
| Employer contribution / active EE | $697 | $1,894-63.2% | $2,521-72.4% | $2,440-71.5% |
| Participant deferral / active EE | $3,119 | $3,270-4.6% | $4,049-23.0% | $3,607-13.5% |
| Admin fee / account holder | $1,625 | $5,055-67.8% | $7,497-78.3% | $5,124-68.3% |