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 | $81,703 | $176,812-53.8% | $146,665-44.3% | $167,490-51.2% |
| Participation rate | 90.0% | 83.6%+6.4pp | 80.1%+9.9pp | 82.1%+7.9pp |
| Annual return | 5.80% | 24.03%-18.2pp | 22.74%-16.9pp | 478.56%-472.8pp |
| Employer contribution / active EE | $9,315 | $5,160+80.5% | $4,136+125.2% | $4,837+92.5% |
| Participant deferral / active EE | $5,964 | $6,440-7.4% | $5,506+8.3% | $6,341-6.0% |
| Admin fee / account holder | $6,321 | $13,259-52.3% | $10,280-38.5% | $12,309-48.6% |