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 | $80,486 | $64,839+24.1% | $95,585-15.8% | $84,808-5.1% |
| Participation rate | 81.8% | 63.8%+18.0pp | 72.1%+9.7pp | 68.3%+13.5pp |
| Annual return | 13.04% | -670.96%+684.0pp | 38.56%-25.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $4,742 | $1,759+169.6% | $2,527+87.7% | $2,631+80.2% |
| Participant deferral / active EE | $3,092 | $2,965+4.3% | $4,023-23.1% | $4,212-26.6% |
| Admin fee / account holder | $929 | $5,964-84.4% | $6,127-84.8% | $7,344-87.4% |