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 | $94,433 | $65,041+45.2% | $90,951+3.8% | $79,858+18.3% |
| Participation rate | 78.7% | 61.6%+17.1pp | 69.0%+9.7pp | 69.6%+9.1pp |
| Annual return | 8.94% | 30.45%-21.5pp | 134.60%-125.7pp | 31.71%-22.8pp |
| Employer contribution / active EE | $1,686 | $1,247+35.2% | $2,122-20.5% | $2,471-31.8% |
| Participant deferral / active EE | $4,978 | $2,512+98.2% | $3,373+47.6% | $3,740+33.1% |
| Admin fee / account holder | $1,011 | $4,536-77.7% | $5,959-83.0% | $5,306-80.9% |