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 | $81,554 | $109,881-25.8% | $150,045-45.6% | $84,808-3.8% |
| Participation rate | 75.9% | 76.1%-0.2pp | 82.3%-6.5pp | 68.3%+7.6pp |
| Annual return | 10.64% | 28.25%-17.6pp | 62.55%-51.9pp | 40.90%-30.3pp |
| Employer contribution / active EE | $900 | $3,561-74.7% | $4,693-80.8% | $2,631-65.8% |
| Participant deferral / active EE | $3,839 | $6,636-42.2% | $7,997-52.0% | $4,212-8.9% |
| Admin fee / account holder | $1,187 | $8,568-86.1% | $13,435-91.2% | $7,344-83.8% |