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 | $108,086 | $106,515+1.5% | $96,683+11.8% | $139,434-22.5% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 1.83% | 38.43%-36.6pp | 35.69%-33.9pp | 372.94%-371.1pp |
| Employer contribution / active EE | $1,111 | $4,103-72.9% | $3,737-70.3% | $4,751-76.6% |
| Participant deferral / active EE | $2,775 | $5,454-49.1% | $4,878-43.1% | $6,710-58.6% |
| Admin fee / account holder | $1,351 | $7,877-82.9% | $6,730-79.9% | $11,403-88.2% |