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 | $78,658 | $115,882-32.1% | $100,516-21.7% | $158,922-50.5% |
| Participation rate | 91.7% | 81.6%+10.1pp | 79.4%+12.3pp | 82.0%+9.7pp |
| Annual return | 6.43% | 34.79%-28.4pp | 30.89%-24.5pp | 302.83%-296.4pp |
| Employer contribution / active EE | $3,904 | $4,103-4.9% | $3,418+14.2% | $4,761-18.0% |
| Participant deferral / active EE | $2,604 | $6,674-61.0% | $6,270-58.5% | $5,982-56.5% |
| Admin fee / account holder | $3,246 | $10,995-70.5% | $8,081-59.8% | $11,246-71.1% |