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 | $73,182 | $80,673-9.3% | $101,326-27.8% | $84,808-13.7% |
| Participation rate | 75.0% | 77.8%-2.8pp | 81.5%-6.5pp | 68.3%+6.7pp |
| Annual return | 13.76% | 38.95%-25.2pp | 36.82%-23.1pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,221 | $2,698-17.7% | $3,665-39.4% | $2,631-15.6% |
| Participant deferral / active EE | $4,405 | $6,840-35.6% | $7,994-44.9% | $4,212+4.6% |
| Admin fee / account holder | $827 | $12,784-93.5% | $11,185-92.6% | $7,344-88.7% |