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 | $79,071 | $71,050+11.3% | $93,606-15.5% | $80,856-2.2% |
| Participation rate | 70.2% | 60.4%+9.8pp | 68.7%+1.5pp | 67.6%+2.6pp |
| Annual return | 8.48% | 11.26%-2.8pp | 133.20%-124.7pp | 35.59%-27.1pp |
| Employer contribution / active EE | $4,795 | $1,564+206.7% | $2,420+98.2% | $2,755+74.1% |
| Participant deferral / active EE | $5,109 | $4,034+26.7% | $4,411+15.8% | $4,296+18.9% |
| Admin fee / account holder | $1,074 | $6,945-84.5% | $8,285-87.0% | $6,918-84.5% |