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 | $109,489 | $80,717+35.6% | $154,803-29.3% | $84,808+29.1% |
| Participation rate | 96.2% | 66.8%+29.3pp | 78.1%+18.1pp | 68.3%+27.8pp |
| Annual return | 13.00% | 37.96%-25.0pp | 58.88%-45.9pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,099 | $2,761-24.0% | $4,305-51.3% | $2,631-20.2% |
| Participant deferral / active EE | $4,643 | $3,303+40.5% | $5,540-16.2% | $4,212+10.2% |
| Admin fee / account holder | $6,147 | $6,746-8.9% | $14,329-57.1% | $7,344-16.3% |