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 | $65,414 | $109,413-40.2% | $156,263-58.1% | $84,808-22.9% |
| Participation rate | 97.3% | 72.7%+24.6pp | 78.9%+18.4pp | 68.3%+29.0pp |
| Annual return | 7.95% | 20.18%-12.2pp | 59.47%-51.5pp | 40.90%-32.9pp |
| Employer contribution / active EE | $3,792 | $2,907+30.4% | $4,333-12.5% | $2,631+44.1% |
| Participant deferral / active EE | $4,895 | $4,590+6.6% | $6,158-20.5% | $4,212+16.2% |
| Admin fee / account holder | $3,414 | $9,357-63.5% | $14,255-76.1% | $7,344-53.5% |