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 | $95,317 | $73,933+28.9% | $96,683-1.4% | $75,163+26.8% |
| Participation rate | 78.1% | 66.4%+11.7pp | 74.3%+3.8pp | 67.2%+10.9pp |
| Annual return | 13.12% | 26.70%-13.6pp | 35.69%-22.6pp | 160.62%-147.5pp |
| Employer contribution / active EE | $2,222 | $2,928-24.1% | $3,737-40.5% | $2,670-16.8% |
| Participant deferral / active EE | $5,665 | $3,659+54.8% | $4,878+16.1% | $4,125+37.3% |
| Admin fee / account holder | $4,264 | $5,216-18.3% | $6,730-36.6% | $5,651-24.6% |