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 | $97,741 | $214,378-54.4% | $200,582-51.3% | $142,382-31.4% |
| Participation rate | 89.5% | 87.4%+2.0pp | 86.9%+2.6pp | 80.1%+9.4pp |
| Annual return | 7.43% | 46.41%-39.0pp | 42.33%-34.9pp | 217.08%-209.6pp |
| Employer contribution / active EE | $1,549 | $6,841-77.4% | $6,419-75.9% | $4,299-64.0% |
| Participant deferral / active EE | $4,031 | $9,865-59.1% | $9,331-56.8% | $6,507-38.0% |
| Admin fee / account holder | $6,408 | $17,692-63.8% | $16,305-60.7% | $12,624-49.2% |