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 | $112,540 | $117,841-4.5% | $102,423+9.9% | $145,922-22.9% |
| Participation rate | 90.5% | 78.6%+11.9pp | 76.5%+14.0pp | 80.3%+10.2pp |
| Annual return | 8.13% | 31.65%-23.5pp | 29.32%-21.2pp | 561.29%-553.2pp |
| Employer contribution / active EE | $3,842 | $3,615+6.3% | $3,023+27.1% | $4,660-17.5% |
| Participant deferral / active EE | $6,659 | $5,731+16.2% | $5,053+31.8% | $6,688-0.4% |
| Admin fee / account holder | $1,377 | $13,326-89.7% | $9,451-85.4% | $13,397-89.7% |