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 | $111,609 | $74,927+49.0% | $101,794+9.6% | $84,808+31.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 12.40% | 18.70%-6.3pp | 30.53%-18.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $4,253 | $1,522+179.4% | $2,289+85.8% | $2,631+61.6% |
| Participant deferral / active EE | $3,252 | $3,099+4.9% | $4,084-20.4% | $4,212-22.8% |
| Admin fee / account holder | $642 | $6,514-90.1% | $8,777-92.7% | $7,344-91.3% |