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 | $111,651 | $78,422+42.4% | $95,952+16.4% | $79,858+39.8% |
| Participation rate | 78.9% | 73.5%+5.5pp | 77.1%+1.9pp | 69.6%+9.3pp |
| Annual return | 2.37% | 19.37%-17.0pp | 91.61%-89.2pp | 31.71%-29.3pp |
| Employer contribution / active EE | $2,405 | $1,945+23.6% | $2,541-5.4% | $2,471-2.7% |
| Participant deferral / active EE | $6,068 | $3,440+76.4% | $4,167+45.6% | $3,740+62.2% |
| Admin fee / account holder | $786 | $5,622-86.0% | $6,795-88.4% | $5,306-85.2% |