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 | $158,361 | $127,065+24.6% | $113,168+39.9% | $142,382+11.2% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 8.53% | 24.03%-15.5pp | 24.27%-15.7pp | 217.08%-208.5pp |
| Employer contribution / active EE | $827 | $3,442-76.0% | $2,975-72.2% | $4,299-80.8% |
| Participant deferral / active EE | $5,175 | $5,716-9.5% | $5,107+1.3% | $6,507-20.5% |
| Admin fee / account holder | $7,934 | $15,736-49.6% | $12,068-34.3% | $12,624-37.1% |