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 | $86,059 | $93,571-8.0% | $135,903-36.7% | $75,163+14.5% |
| Participation rate | 84.6% | 75.2%+9.4pp | 81.9%+2.7pp | 67.2%+17.4pp |
| Annual return | 3.78% | 30.90%-27.1pp | 68.23%-64.5pp | 160.62%-156.8pp |
| Employer contribution / active EE | $3,050 | $3,537-13.8% | $4,856-37.2% | $2,670+14.2% |
| Participant deferral / active EE | $6,519 | $6,404+1.8% | $7,758-16.0% | $4,125+58.0% |
| Admin fee / account holder | $6,217 | $6,975-10.9% | $10,762-42.2% | $5,651+10.0% |