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 | $91,374 | $106,584-14.3% | $101,326-9.8% | $142,382-35.8% |
| Participation rate | 92.3% | 82.7%+9.6pp | 81.5%+10.8pp | 80.1%+12.2pp |
| Annual return | 12.56% | 36.93%-24.4pp | 36.82%-24.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $4,211 | $3,956+6.4% | $3,665+14.9% | $4,299-2.1% |
| Participant deferral / active EE | $11,018 | $8,297+32.8% | $7,994+37.8% | $6,507+69.3% |
| Admin fee / account holder | $6,875 | $11,446-39.9% | $11,185-38.5% | $12,624-45.5% |