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 | $72,686 | $81,248-10.5% | $155,509-53.3% | $80,856-10.1% |
| Participation rate | 70.7% | 66.2%+4.5pp | 78.2%-7.5pp | 67.6%+3.1pp |
| Annual return | 9.73% | 33.31%-23.6pp | 64.67%-54.9pp | 35.59%-25.9pp |
| Employer contribution / active EE | $2,204 | $3,100-28.9% | $4,672-52.8% | $2,755-20.0% |
| Participant deferral / active EE | $5,275 | $3,452+52.8% | $5,626-6.2% | $4,296+22.8% |
| Admin fee / account holder | $12,932 | $7,997+61.7% | $15,912-18.7% | $6,918+86.9% |