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 5-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 | $125,098 | $106,584+17.4% | $101,326+23.5% | $142,382-12.1% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 10.72% | 36.93%-26.2pp | 36.82%-26.1pp | 217.08%-206.4pp |
| Employer contribution / active EE | $1,732 | $3,956-56.2% | $3,665-52.8% | $4,299-59.7% |
| Participant deferral / active EE | $2,896 | $8,297-65.1% | $7,994-63.8% | $6,507-55.5% |
| Admin fee / account holder | $1,137 | $11,446-90.1% | $11,185-89.8% | $12,624-91.0% |