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 | $81,330 | $71,050+14.5% | $93,606-13.1% | $80,856+0.6% |
| Participation rate | 77.5% | 60.4%+17.1pp | 68.7%+8.8pp | 67.6%+9.9pp |
| Annual return | 9.37% | 11.26%-1.9pp | 133.20%-123.8pp | 35.59%-26.2pp |
| Employer contribution / active EE | $2,531 | $1,564+61.9% | $2,420+4.6% | $2,755-8.1% |
| Participant deferral / active EE | $4,460 | $4,034+10.6% | $4,411+1.1% | $4,296+3.8% |
| Admin fee / account holder | $16,249 | $6,945+134.0% | $8,285+96.1% | $6,918+134.9% |