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 | $105,411 | $214,378-50.8% | $200,582-47.4% | $142,382-26.0% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 7.13% | 46.41%-39.3pp | 42.33%-35.2pp | 217.08%-209.9pp |
| Employer contribution / active EE | $5,923 | $6,841-13.4% | $6,419-7.7% | $4,299+37.8% |
| Participant deferral / active EE | $11,486 | $9,865+16.4% | $9,331+23.1% | $6,507+76.5% |
| Admin fee / account holder | $1,871 | $17,692-89.4% | $16,305-88.5% | $12,624-85.2% |