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 | $145,284 | $127,065+14.3% | $113,168+28.4% | $142,382+2.0% |
| Participation rate | 86.7% | 79.2%+7.5pp | 76.6%+10.1pp | 80.1%+6.5pp |
| Annual return | 7.70% | 24.03%-16.3pp | 24.27%-16.6pp | 217.08%-209.4pp |
| Employer contribution / active EE | $1,781 | $3,442-48.2% | $2,975-40.1% | $4,299-58.6% |
| Participant deferral / active EE | $5,460 | $5,716-4.5% | $5,107+6.9% | $6,507-16.1% |
| Admin fee / account holder | $12,052 | $15,736-23.4% | $12,068-0.1% | $12,624-4.5% |