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 | $89,755 | $80,673+11.3% | $101,326-11.4% | $84,808+5.8% |
| Participation rate | 88.0% | 77.8%+10.2pp | 81.5%+6.5pp | 68.3%+19.7pp |
| Annual return | 13.04% | 38.95%-25.9pp | 36.82%-23.8pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,174 | $2,698-19.4% | $3,665-40.7% | $2,631-17.4% |
| Participant deferral / active EE | $4,237 | $6,840-38.1% | $7,994-47.0% | $4,212+0.6% |
| Admin fee / account holder | $18,594 | $12,784+45.4% | $11,185+66.2% | $7,344+153.2% |