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 | $144,428 | $60,349+139.3% | $74,183+94.7% | $62,891+129.6% |
| Participation rate | 88.9% | 72.7%+16.2pp | 76.6%+12.3pp | 69.3%+19.6pp |
| Annual return | 3.03% | 21.37%-18.3pp | 17.74%-14.7pp | 20.14%-17.1pp |
| Employer contribution / active EE | $2,751 | $1,680+63.7% | $2,370+16.1% | $2,281+20.6% |
| Participant deferral / active EE | $6,062 | $2,856+112.3% | $3,550+70.8% | $3,203+89.3% |
| Admin fee / account holder | $882 | $4,261-79.3% | $5,586-84.2% | $4,296-79.5% |