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 | $65,049 | $125,758-48.3% | $169,993-61.7% | $75,163-13.5% |
| Participation rate | 85.2% | 83.6%+1.6pp | 87.0%-1.8pp | 67.2%+18.0pp |
| Annual return | 10.17% | 27.20%-17.0pp | 53.37%-43.2pp | 160.62%-150.4pp |
| Employer contribution / active EE | $3,008 | $4,615-34.8% | $6,785-55.7% | $2,670+12.7% |
| Participant deferral / active EE | $4,255 | $6,837-37.8% | $10,408-59.1% | $4,125+3.1% |
| Admin fee / account holder | $9,423 | $8,173+15.3% | $12,815-26.5% | $5,651+66.8% |