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 | $121,484 | $149,734-18.9% | $118,925+2.2% | $158,922-23.6% |
| Participation rate | 95.2% | 82.1%+13.2pp | 75.4%+19.9pp | 82.0%+13.3pp |
| Annual return | 4.22% | 19.95%-15.7pp | 35.88%-31.7pp | 302.83%-298.6pp |
| Employer contribution / active EE | $8,857 | $4,115+115.2% | $3,263+171.5% | $4,761+86.0% |
| Participant deferral / active EE | $1,618 | $5,223-69.0% | $4,265-62.1% | $5,982-73.0% |
| Admin fee / account holder | $24,251 | $8,603+181.9% | $6,581+268.5% | $11,246+115.6% |