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 | $118,736 | $89,753+32.3% | $107,525+10.4% | $84,808+40.0% |
| Participation rate | 91.2% | 68.1%+23.1pp | 75.1%+16.1pp | 68.3%+22.9pp |
| Annual return | 12.61% | 29.48%-16.9pp | 181.32%-168.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,951 | $3,113-5.2% | $3,754-21.4% | $2,631+12.2% |
| Participant deferral / active EE | $4,993 | $4,056+23.1% | $5,116-2.4% | $4,212+18.6% |
| Admin fee / account holder | $1,007 | $7,222-86.1% | $8,919-88.7% | $7,344-86.3% |