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 | $124,621 | $80,968+53.9% | $96,544+29.1% | $75,163+65.8% |
| Participation rate | 96.3% | 71.8%+24.5pp | 76.0%+20.3pp | 67.2%+29.1pp |
| Annual return | 11.13% | 27.06%-15.9pp | 25.84%-14.7pp | 160.62%-149.5pp |
| Employer contribution / active EE | $2,555 | $2,282+12.0% | $2,965-13.8% | $2,670-4.3% |
| Participant deferral / active EE | $4,823 | $3,928+22.8% | $4,851-0.6% | $4,125+16.9% |
| Admin fee / account holder | $1,072 | $6,724-84.1% | $8,252-87.0% | $5,651-81.0% |