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 | $108,228 | $67,606+60.1% | $82,313+31.5% | $70,131+54.3% |
| Participation rate | 82.4% | 72.8%+9.6pp | 76.9%+5.5pp | 69.5%+12.8pp |
| Annual return | 9.99% | 21.57%-11.6pp | 25.88%-15.9pp | 73.14%-63.1pp |
| Employer contribution / active EE | $910 | $1,755-48.1% | $2,428-62.5% | $2,342-61.1% |
| Participant deferral / active EE | $4,214 | $2,987+41.1% | $3,706+13.7% | $3,332+26.5% |
| Admin fee / account holder | $8,727 | $4,512+93.4% | $5,608+55.6% | $4,645+87.9% |