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 | $84,924 | $81,460+4.3% | $103,333-17.8% | $80,856+5.0% |
| Participation rate | 95.0% | 66.8%+28.2pp | 74.5%+20.5pp | 67.6%+27.4pp |
| Annual return | 10.39% | 25.55%-15.2pp | 24.88%-14.5pp | 35.59%-25.2pp |
| Employer contribution / active EE | $6,438 | $3,105+107.3% | $3,868+66.5% | $2,755+133.7% |
| Participant deferral / active EE | $2,679 | $3,869-30.8% | $5,057-47.0% | $4,296-37.6% |
| Admin fee / account holder | $1,357 | $6,566-79.3% | $8,355-83.8% | $6,918-80.4% |