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 | $92,210 | $95,416-3.4% | $185,823-50.4% | $85,850+7.4% |
| Participation rate | 94.6% | 68.8%+25.8pp | 81.7%+12.9pp | 69.3%+25.3pp |
| Annual return | 8.06% | 23.59%-15.5pp | 122.05%-114.0pp | 318.53%-310.5pp |
| Employer contribution / active EE | $1,738 | $3,314-47.5% | $5,167-66.4% | $2,565-32.2% |
| Participant deferral / active EE | $3,917 | $3,423+14.4% | $5,568-29.6% | $3,952-0.9% |
| Admin fee / account holder | $2,216 | $7,213-69.3% | $16,237-86.4% | $6,260-64.6% |