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 | $102,835 | $86,929+18.3% | $102,423+0.4% | $80,856+27.2% |
| Participation rate | 96.2% | 72.4%+23.8pp | 76.5%+19.7pp | 67.6%+28.5pp |
| Annual return | 9.81% | 18.88%-9.1pp | 29.32%-19.5pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,820 | $2,369-23.2% | $3,023-39.8% | $2,755-33.9% |
| Participant deferral / active EE | $5,271 | $4,118+28.0% | $5,053+4.3% | $4,296+22.7% |
| Admin fee / account holder | $10,461 | $8,049+30.0% | $9,451+10.7% | $6,918+51.2% |