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 | $101,930 | $80,968+25.9% | $96,544+5.6% | $75,163+35.6% |
| Participation rate | 71.8% | 71.8%0pp | 76.0%-4.2pp | 67.2%+4.6pp |
| Annual return | 10.07% | 27.06%-17.0pp | 25.84%-15.8pp | 160.62%-150.5pp |
| Employer contribution / active EE | $1,414 | $2,282-38.1% | $2,965-52.3% | $2,670-47.1% |
| Participant deferral / active EE | $4,231 | $3,928+7.7% | $4,851-12.8% | $4,125+2.6% |
| Admin fee / account holder | $5,318 | $6,724-20.9% | $8,252-35.6% | $5,651-5.9% |