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 | $93,581 | $59,101+58.3% | $77,163+21.3% | $75,163+24.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 12.50% | 26.71%-14.2pp | 37.87%-25.4pp | 160.62%-148.1pp |
| Employer contribution / active EE | $3,947 | $1,995+97.8% | $2,535+55.7% | $2,670+47.9% |
| Participant deferral / active EE | $2,727 | $2,999-9.1% | $3,833-28.9% | $4,125-33.9% |
| Admin fee / account holder | $8,384 | $4,774+75.6% | $5,472+53.2% | $5,651+48.4% |