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 | $109,892 | $109,413+0.4% | $156,263-29.7% | $84,808+29.6% |
| Participation rate | 85.2% | 72.7%+12.5pp | 78.9%+6.3pp | 68.3%+16.9pp |
| Annual return | 11.32% | 20.18%-8.9pp | 59.47%-48.1pp | 40.90%-29.6pp |
| Employer contribution / active EE | $3,081 | $2,907+6.0% | $4,333-28.9% | $2,631+17.1% |
| Participant deferral / active EE | $4,924 | $4,590+7.3% | $6,158-20.0% | $4,212+16.9% |
| Admin fee / account holder | $10,625 | $9,357+13.6% | $14,255-25.5% | $7,344+44.7% |