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 | $120,391 | $95,803+25.7% | $113,168+6.4% | $84,808+42.0% |
| Participation rate | 84.4% | 72.9%+11.5pp | 76.6%+7.8pp | 68.3%+16.1pp |
| Annual return | 11.18% | 25.00%-13.8pp | 24.27%-13.1pp | 40.90%-29.7pp |
| Employer contribution / active EE | $3,262 | $2,360+38.2% | $2,975+9.7% | $2,631+24.0% |
| Participant deferral / active EE | $5,943 | $4,242+40.1% | $5,107+16.4% | $4,212+41.1% |
| Admin fee / account holder | $4,992 | $8,989-44.5% | $12,068-58.6% | $7,344-32.0% |