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 | $80,040 | $78,672+1.7% | $109,143-26.7% | $85,850-6.8% |
| Participation rate | 96.8% | 68.3%+28.5pp | 75.9%+20.9pp | 69.3%+27.5pp |
| Annual return | 8.97% | 25.09%-16.1pp | 25.75%-16.8pp | 318.53%-309.6pp |
| Employer contribution / active EE | $2,643 | $2,735-3.4% | $3,722-29.0% | $2,565+3.0% |
| Participant deferral / active EE | $5,010 | $3,467+44.5% | $4,653+7.7% | $3,952+26.8% |
| Admin fee / account holder | $3,378 | $5,469-38.2% | $6,752-50.0% | $6,260-46.0% |