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 | $100,418 | $68,547+46.5% | $120,354-16.6% | $80,856+24.2% |
| Participation rate | 75.0% | 61.6%+13.4pp | 71.9%+3.1pp | 67.6%+7.4pp |
| Annual return | 9.10% | 23.60%-14.5pp | 107.15%-98.0pp | 35.59%-26.5pp |
| Employer contribution / active EE | $2,382 | $2,051+16.1% | $3,463-31.2% | $2,755-13.5% |
| Participant deferral / active EE | $2,831 | $3,173-10.8% | $4,991-43.3% | $4,296-34.1% |
| Admin fee / account holder | $4,555 | $5,732-20.5% | $9,423-51.7% | $6,918-34.2% |