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 | $142,215 | $117,841+20.7% | $102,423+38.9% | $145,922-2.5% |
| Participation rate | 78.9% | 78.6%+0.4pp | 76.5%+2.5pp | 80.3%-1.3pp |
| Annual return | 3.43% | 31.65%-28.2pp | 29.32%-25.9pp | 561.29%-557.9pp |
| Employer contribution / active EE | $1,766 | $3,615-51.1% | $3,023-41.6% | $4,660-62.1% |
| Participant deferral / active EE | $2,537 | $5,731-55.7% | $5,053-49.8% | $6,688-62.1% |
| Admin fee / account holder | $6,284 | $13,326-52.8% | $9,451-33.5% | $13,397-53.1% |