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 | $98,669 | $94,625+4.3% | $116,228-15.1% | $84,808+16.3% |
| Participation rate | 96.0% | 70.4%+25.6pp | 74.6%+21.4pp | 68.3%+27.7pp |
| Annual return | 10.82% | 20.40%-9.6pp | 90.06%-79.2pp | 40.90%-30.1pp |
| Employer contribution / active EE | $1,567 | $2,347-33.2% | $2,994-47.7% | $2,631-40.4% |
| Participant deferral / active EE | $5,478 | $3,972+37.9% | $4,953+10.6% | $4,212+30.1% |
| Admin fee / account holder | $13,998 | $10,091+38.7% | $11,989+16.8% | $7,344+90.6% |