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 | $108,765 | $72,492+50.0% | $87,100+24.9% | $72,985+49.0% |
| Participation rate | 96.2% | 72.8%+23.3pp | 76.9%+19.3pp | 69.5%+26.7pp |
| Annual return | 2.50% | 24.46%-22.0pp | 28.19%-25.7pp | 81.00%-78.5pp |
| Employer contribution / active EE | $2,812 | $1,894+48.5% | $2,521+11.5% | $2,440+15.3% |
| Participant deferral / active EE | $10,067 | $3,270+207.9% | $4,049+148.7% | $3,607+179.1% |
| Admin fee / account holder | $18,513 | $5,055+266.3% | $7,497+147.0% | $5,124+261.3% |