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 | $147,231 | $106,584+38.1% | $101,326+45.3% | $142,382+3.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 10.62% | 36.93%-26.3pp | 36.82%-26.2pp | 217.08%-206.5pp |
| Employer contribution / active EE | $716 | $3,956-81.9% | $3,665-80.5% | $4,299-83.3% |
| Participant deferral / active EE | $7,160 | $8,297-13.7% | $7,994-10.4% | $6,507+10.0% |
| Admin fee / account holder | $316 | $11,446-97.2% | $11,185-97.2% | $12,624-97.5% |