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 | $89,932 | $98,750-8.9% | $149,696-39.9% | $79,858+12.6% |
| Participation rate | 78.6% | 75.8%+2.8pp | 82.5%-3.9pp | 69.6%+8.9pp |
| Annual return | 7.78% | 27.43%-19.6pp | 276.60%-268.8pp | 31.71%-23.9pp |
| Employer contribution / active EE | $2,388 | $3,216-25.8% | $4,644-48.6% | $2,471-3.4% |
| Participant deferral / active EE | $4,937 | $5,680-13.1% | $6,842-27.8% | $3,740+32.0% |
| Admin fee / account holder | $2,677 | $6,053-55.8% | $9,309-71.2% | $5,306-49.5% |