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 | $109,166 | $99,985+9.2% | $146,665-25.6% | $85,850+27.2% |
| Participation rate | 87.0% | 73.1%+14.0pp | 80.1%+7.0pp | 69.3%+17.7pp |
| Annual return | 9.70% | 18.93%-9.2pp | 22.74%-13.0pp | 318.53%-308.8pp |
| Employer contribution / active EE | $1,917 | $2,559-25.1% | $4,136-53.6% | $2,565-25.3% |
| Participant deferral / active EE | $3,068 | $4,006-23.4% | $5,506-44.3% | $3,952-22.4% |
| Admin fee / account holder | $2,074 | $7,702-73.1% | $10,280-79.8% | $6,260-66.9% |