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 | $78,788 | $73,933+6.6% | $96,683-18.5% | $75,163+4.8% |
| Participation rate | 97.4% | 66.4%+31.0pp | 74.3%+23.1pp | 67.2%+30.2pp |
| Annual return | 9.87% | 26.70%-16.8pp | 35.69%-25.8pp | 160.62%-150.7pp |
| Employer contribution / active EE | $3,214 | $2,928+9.8% | $3,737-14.0% | $2,670+20.4% |
| Participant deferral / active EE | $3,849 | $3,659+5.2% | $4,878-21.1% | $4,125-6.7% |
| Admin fee / account holder | $527 | $5,216-89.9% | $6,730-92.2% | $5,651-90.7% |