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 | $99,825 | $72,277+38.1% | $101,248-1.4% | $79,858+25.0% |
| Participation rate | 74.3% | 68.5%+5.8pp | 75.8%-1.5pp | 69.6%+4.7pp |
| Annual return | 9.29% | 22.30%-13.0pp | 46.47%-37.2pp | 31.71%-22.4pp |
| Employer contribution / active EE | $5,597 | $2,692+108.0% | $3,660+53.0% | $2,471+126.5% |
| Participant deferral / active EE | $4,667 | $3,282+42.2% | $4,370+6.8% | $3,740+24.8% |
| Admin fee / account holder | $893 | $4,400-79.7% | $5,945-85.0% | $5,306-83.2% |