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 | $152,241 | $106,584+42.8% | $101,326+50.2% | $142,382+6.9% |
| Participation rate | 93.3% | 82.7%+10.6pp | 81.5%+11.8pp | 80.1%+13.2pp |
| Annual return | 12.18% | 36.93%-24.7pp | 36.82%-24.6pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,953 | $3,956-50.6% | $3,665-46.7% | $4,299-54.6% |
| Participant deferral / active EE | $5,958 | $8,297-28.2% | $7,994-25.5% | $6,507-8.4% |
| Admin fee / account holder | $2,709 | $11,446-76.3% | $11,185-75.8% | $12,624-78.5% |