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 8-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 | $88,618 | $101,724-12.9% | $164,813-46.2% | $80,856+9.6% |
| Participation rate | 90.0% | 71.8%+18.2pp | 78.6%+11.4pp | 67.6%+22.4pp |
| Annual return | 10.21% | 16.72%-6.5pp | 69.93%-59.7pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,643 | $2,953-44.4% | $4,341-62.2% | $2,755-40.4% |
| Participant deferral / active EE | $4,514 | $4,477+0.8% | $6,031-25.2% | $4,296+5.1% |
| Admin fee / account holder | $2,479 | $8,227-69.9% | $12,690-80.5% | $6,918-64.2% |