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 | $142,217 | $138,562+2.6% | $246,525-42.3% | $116,875+21.7% |
| Participation rate | 93.9% | 72.8%+21.1pp | 82.0%+12.0pp | 74.5%+19.4pp |
| Annual return | 8.39% | 16.14%-7.8pp | 0.46%+7.9pp | 16.29%-7.9pp |
| Employer contribution / active EE | $5,278 | $4,835+9.2% | $7,467-29.3% | $3,288+60.5% |
| Participant deferral / active EE | $5,387 | $4,207+28.1% | $5,422-0.7% | $3,885+38.7% |
| Admin fee / account holder | $553 | $18,110-96.9% | $16,551-96.7% | $12,263-95.5% |