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 | $96,928 | $127,065-23.7% | $113,168-14.4% | $142,382-31.9% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 7.07% | 24.03%-17.0pp | 24.27%-17.2pp | 217.08%-210.0pp |
| Employer contribution / active EE | $2,580 | $3,442-25.0% | $2,975-13.3% | $4,299-40.0% |
| Participant deferral / active EE | $3,752 | $5,716-34.4% | $5,107-26.5% | $6,507-42.3% |
| Admin fee / account holder | $14,793 | $15,736-6.0% | $12,068+22.6% | $12,624+17.2% |