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 | $76,445 | $80,673-5.2% | $101,326-24.6% | $84,808-9.9% |
| Participation rate | 83.3% | 77.8%+5.6pp | 81.5%+1.8pp | 68.3%+15.0pp |
| Annual return | 14.51% | 38.95%-24.4pp | 36.82%-22.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $3,988 | $2,698+47.8% | $3,665+8.8% | $2,631+51.6% |
| Participant deferral / active EE | $5,929 | $6,840-13.3% | $7,994-25.8% | $4,212+40.8% |
| Admin fee / account holder | $3,069 | $12,784-76.0% | $11,185-72.6% | $7,344-58.2% |