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 | $63,317 | $80,717-21.6% | $154,803-59.1% | $84,808-25.3% |
| Participation rate | 85.7% | 66.8%+18.9pp | 78.1%+7.6pp | 68.3%+17.4pp |
| Annual return | 9.99% | 37.96%-28.0pp | 58.88%-48.9pp | 40.90%-30.9pp |
| Employer contribution / active EE | $5,620 | $2,761+103.5% | $4,305+30.5% | $2,631+113.6% |
| Participant deferral / active EE | $3,511 | $3,303+6.3% | $5,540-36.6% | $4,212-16.6% |
| Admin fee / account holder | $11,829 | $6,746+75.4% | $14,329-17.4% | $7,344+61.1% |