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 | $69,909 | $80,673-13.3% | $101,326-31.0% | $84,808-17.6% |
| Participation rate | 82.8% | 77.8%+5.0pp | 81.5%+1.3pp | 68.3%+14.4pp |
| Annual return | 13.68% | 38.95%-25.3pp | 36.82%-23.1pp | 40.90%-27.2pp |
| Employer contribution / active EE | $3,216 | $2,698+19.2% | $3,665-12.3% | $2,631+22.2% |
| Participant deferral / active EE | $7,203 | $6,840+5.3% | $7,994-9.9% | $4,212+71.0% |
| Admin fee / account holder | $8,159 | $12,784-36.2% | $11,185-27.1% | $7,344+11.1% |