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 | $58,898 | $80,717-27.0% | $154,803-62.0% | $84,808-30.6% |
| Participation rate | 96.4% | 66.8%+29.6pp | 78.1%+18.4pp | 68.3%+28.1pp |
| Annual return | 12.79% | 37.96%-25.2pp | 58.88%-46.1pp | 40.90%-28.1pp |
| Employer contribution / active EE | $6,965 | $2,761+152.2% | $4,305+61.8% | $2,631+164.7% |
| Participant deferral / active EE | $4,457 | $3,303+34.9% | $5,540-19.5% | $4,212+5.8% |
| Admin fee / account holder | $3,088 | $6,746-54.2% | $14,329-78.4% | $7,344-57.9% |