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 | $94,179 | $64,839+45.2% | $95,585-1.5% | $84,808+11.0% |
| Participation rate | 73.3% | 63.8%+9.5pp | 72.1%+1.3pp | 68.3%+5.0pp |
| Annual return | 10.50% | -670.96%+681.5pp | 38.56%-28.1pp | 40.90%-30.4pp |
| Employer contribution / active EE | $832 | $1,759-52.7% | $2,527-67.1% | $2,631-68.4% |
| Participant deferral / active EE | $4,524 | $2,965+52.6% | $4,023+12.5% | $4,212+7.4% |
| Admin fee / account holder | $2,247 | $5,964-62.3% | $6,127-63.3% | $7,344-69.4% |