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 | $78,449 | $95,266-17.7% | $82,389-4.8% | $142,382-44.9% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.5%+18.0pp | 80.1%+7.4pp |
| Annual return | 8.61% | 25.74%-17.1pp | 28.67%-20.1pp | 217.08%-208.5pp |
| Employer contribution / active EE | $2,012 | $2,991-32.8% | $2,517-20.1% | $4,299-53.2% |
| Participant deferral / active EE | $3,170 | $4,809-34.1% | $4,155-23.7% | $6,507-51.3% |
| Admin fee / account holder | $431 | $8,563-95.0% | $7,231-94.0% | $12,624-96.6% |