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 | $83,521 | $94,625-11.7% | $116,228-28.1% | $84,808-1.5% |
| Participation rate | 97.3% | 70.4%+26.8pp | 74.6%+22.7pp | 68.3%+29.0pp |
| Annual return | 9.25% | 20.40%-11.2pp | 90.06%-80.8pp | 40.90%-31.6pp |
| Employer contribution / active EE | $4,345 | $2,347+85.2% | $2,994+45.1% | $2,631+65.1% |
| Participant deferral / active EE | $2,800 | $3,972-29.5% | $4,953-43.5% | $4,212-33.5% |
| Admin fee / account holder | $10,670 | $10,091+5.7% | $11,989-11.0% | $7,344+45.3% |