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 | $101,664 | $82,882+22.7% | $127,761-20.4% | $72,985+39.3% |
| Participation rate | 78.4% | 71.5%+6.9pp | 79.0%-0.6pp | 69.5%+8.9pp |
| Annual return | 16.07% | 32.20%-16.1pp | 26.14%-10.1pp | 81.00%-64.9pp |
| Employer contribution / active EE | $802 | $3,346-76.0% | $4,574-82.5% | $2,440-67.1% |
| Participant deferral / active EE | $2,150 | $4,791-55.1% | $6,021-64.3% | $3,607-40.4% |
| Admin fee / account holder | $8,725 | $6,487+34.5% | $9,395-7.1% | $5,124+70.3% |