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 | $77,993 | $54,541+43.0% | $78,778-1.0% | $70,131+11.2% |
| Participation rate | 74.2% | 60.8%+13.4pp | 69.2%+5.0pp | 69.5%+4.7pp |
| Annual return | 10.88% | 21.07%-10.2pp | 35.62%-24.7pp | 73.14%-62.3pp |
| Employer contribution / active EE | $1,102 | $1,089+1.2% | $1,986-44.5% | $2,342-53.0% |
| Participant deferral / active EE | $3,586 | $2,210+62.2% | $2,958+21.2% | $3,332+7.6% |
| Admin fee / account holder | $553 | $3,709-85.1% | $5,134-89.2% | $4,645-88.1% |