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 | $99,818 | $89,355+11.7% | $141,162-29.3% | $72,985+36.8% |
| Participation rate | 82.9% | 75.1%+7.8pp | 82.5%+0.5pp | 69.5%+13.4pp |
| Annual return | 18.79% | 111.85%-93.1pp | 71.39%-52.6pp | 81.00%-62.2pp |
| Employer contribution / active EE | $4,336 | $3,114+39.2% | $4,735-8.4% | $2,440+77.7% |
| Participant deferral / active EE | $8,131 | $5,418+50.1% | $6,709+21.2% | $3,607+125.4% |
| Admin fee / account holder | $3,235 | $5,958-45.7% | $10,261-68.5% | $5,124-36.9% |