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 | $87,653 | $89,355-1.9% | $141,162-37.9% | $72,985+20.1% |
| Participation rate | 93.0% | 75.1%+17.9pp | 82.5%+10.6pp | 69.5%+23.5pp |
| Annual return | 13.73% | 111.85%-98.1pp | 71.39%-57.7pp | 81.00%-67.3pp |
| Employer contribution / active EE | $3,589 | $3,114+15.2% | $4,735-24.2% | $2,440+47.1% |
| Participant deferral / active EE | $7,738 | $5,418+42.8% | $6,709+15.3% | $3,607+114.5% |
| Admin fee / account holder | $2,052 | $5,958-65.6% | $10,261-80.0% | $5,124-60.0% |