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 | $107,974 | $86,929+24.2% | $102,423+5.4% | $80,856+33.5% |
| Participation rate | 73.2% | 72.4%+0.8pp | 76.5%-3.3pp | 67.6%+5.5pp |
| Annual return | 6.14% | 18.88%-12.7pp | 29.32%-23.2pp | 35.59%-29.5pp |
| Employer contribution / active EE | $1,363 | $2,369-42.5% | $3,023-54.9% | $2,755-50.5% |
| Participant deferral / active EE | $4,093 | $4,118-0.6% | $5,053-19.0% | $4,296-4.7% |
| Admin fee / account holder | $4,002 | $8,049-50.3% | $9,451-57.7% | $6,918-42.1% |