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 | $97,797 | $94,625+3.4% | $116,228-15.9% | $84,808+15.3% |
| Participation rate | 76.0% | 70.4%+5.6pp | 74.6%+1.4pp | 68.3%+7.7pp |
| Annual return | 12.01% | 20.40%-8.4pp | 90.06%-78.1pp | 40.90%-28.9pp |
| Employer contribution / active EE | $923 | $2,347-60.7% | $2,994-69.2% | $2,631-64.9% |
| Participant deferral / active EE | $4,167 | $3,972+4.9% | $4,953-15.9% | $4,212-1.0% |
| Admin fee / account holder | $2,461 | $10,091-75.6% | $11,989-79.5% | $7,344-66.5% |