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 | $81,682 | $61,605+32.6% | $112,229-27.2% | $75,163+8.7% |
| Participation rate | 70.9% | 61.7%+9.2pp | 72.4%-1.5pp | 67.2%+3.7pp |
| Annual return | 11.48% | 28.47%-17.0pp | 30.20%-18.7pp | 160.62%-149.1pp |
| Employer contribution / active EE | $2,097 | $2,015+4.0% | $3,430-38.9% | $2,670-21.5% |
| Participant deferral / active EE | $2,422 | $3,108-22.1% | $4,798-49.5% | $4,125-41.3% |
| Admin fee / account holder | $462 | $4,862-90.5% | $7,748-94.0% | $5,651-91.8% |