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 9-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 | $93,628 | $54,541+71.7% | $78,778+18.9% | $70,131+33.5% |
| Participation rate | 70.6% | 60.8%+9.8pp | 69.2%+1.4pp | 69.5%+1.0pp |
| Annual return | 9.38% | 21.07%-11.7pp | 35.62%-26.2pp | 73.14%-63.8pp |
| Employer contribution / active EE | $1,207 | $1,089+10.9% | $1,986-39.2% | $2,342-48.5% |
| Participant deferral / active EE | $1,536 | $2,210-30.5% | $2,958-48.1% | $3,332-53.9% |
| Admin fee / account holder | $444 | $3,709-88.0% | $5,134-91.4% | $4,645-90.5% |