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 | $149,604 | $127,065+17.7% | $113,168+32.2% | $142,382+5.1% |
| Participation rate | 78.9% | 79.2%-0.3pp | 76.6%+2.4pp | 80.1%-1.2pp |
| Annual return | 3.43% | 24.03%-20.6pp | 24.27%-20.8pp | 217.08%-213.6pp |
| Employer contribution / active EE | $1,631 | $3,442-52.6% | $2,975-45.2% | $4,299-62.1% |
| Participant deferral / active EE | $2,378 | $5,716-58.4% | $5,107-53.4% | $6,507-63.5% |
| Admin fee / account holder | $4,935 | $15,736-68.6% | $12,068-59.1% | $12,624-60.9% |