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 | $75,782 | $70,475+7.5% | $100,516-24.6% | $79,858-5.1% |
| Participation rate | 97.4% | 73.7%+23.8pp | 79.4%+18.0pp | 69.6%+27.8pp |
| Annual return | 12.38% | 21.90%-9.5pp | 30.89%-18.5pp | 31.71%-19.3pp |
| Employer contribution / active EE | $3,508 | $2,165+62.1% | $3,418+2.7% | $2,471+42.0% |
| Participant deferral / active EE | $4,664 | $5,181-10.0% | $6,270-25.6% | $3,740+24.7% |
| Admin fee / account holder | $1,649 | $4,478-63.2% | $8,081-79.6% | $5,306-68.9% |