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 | $119,475 | $117,983+1.3% | $101,794+17.4% | $142,382-16.1% |
| Participation rate | 85.0% | 74.2%+10.8pp | 69.2%+15.8pp | 80.1%+4.9pp |
| Annual return | 9.31% | 36.92%-27.6pp | 30.53%-21.2pp | 217.08%-207.8pp |
| Employer contribution / active EE | $2,714 | $2,773-2.1% | $2,289+18.6% | $4,299-36.9% |
| Participant deferral / active EE | $3,488 | $4,714-26.0% | $4,084-14.6% | $6,507-46.4% |
| Admin fee / account holder | $15,113 | $10,433+44.9% | $8,777+72.2% | $12,624+19.7% |