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 | $76,719 | $71,883+6.7% | $86,677-11.5% | $68,494+12.0% |
| Participation rate | 88.9% | 72.2%+16.7pp | 76.6%+12.3pp | 67.9%+21.0pp |
| Annual return | -20.01% | 3.52%-23.5pp | 35.91%-55.9pp | -7.84%-12.2pp |
| Employer contribution / active EE | $2,249 | $2,173+3.5% | $2,836-20.7% | $2,596-13.4% |
| Participant deferral / active EE | $7,160 | $3,779+89.5% | $4,656+53.8% | $4,027+77.8% |
| Admin fee / account holder | $3,061 | $6,112-49.9% | $7,493-59.2% | $5,403-43.3% |