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 | $110,997 | $93,571+18.6% | $135,903-18.3% | $75,163+47.7% |
| Participation rate | 98.2% | 75.2%+23.1pp | 81.9%+16.3pp | 67.2%+31.1pp |
| Annual return | 14.48% | 30.90%-16.4pp | 68.23%-53.8pp | 160.62%-146.1pp |
| Employer contribution / active EE | $5,540 | $3,537+56.6% | $4,856+14.1% | $2,670+107.5% |
| Participant deferral / active EE | $5,931 | $6,404-7.4% | $7,758-23.6% | $4,125+43.8% |
| Admin fee / account holder | $3,479 | $6,975-50.1% | $10,762-67.7% | $5,651-38.4% |