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 | $96,836 | $78,422+23.5% | $95,952+0.9% | $79,858+21.3% |
| Participation rate | 87.5% | 73.5%+14.0pp | 77.1%+10.4pp | 69.6%+17.9pp |
| Annual return | 9.27% | 19.37%-10.1pp | 91.61%-82.3pp | 31.71%-22.4pp |
| Employer contribution / active EE | $1,676 | $1,945-13.8% | $2,541-34.0% | $2,471-32.2% |
| Participant deferral / active EE | $3,353 | $3,440-2.5% | $4,167-19.5% | $3,740-10.4% |
| Admin fee / account holder | $11,463 | $5,622+103.9% | $6,795+68.7% | $5,306+116.0% |