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 | $65,202 | $60,892+7.1% | $82,389-20.9% | $84,808-23.1% |
| Participation rate | 76.1% | 63.3%+12.8pp | 69.5%+6.5pp | 68.3%+7.7pp |
| Annual return | 7.11% | 37.29%-30.2pp | 28.67%-21.6pp | 40.90%-33.8pp |
| Employer contribution / active EE | $2,610 | $1,779+46.7% | $2,517+3.7% | $2,631-0.8% |
| Participant deferral / active EE | $5,728 | $3,179+80.2% | $4,155+37.9% | $4,212+36.0% |
| Admin fee / account holder | $8,788 | $5,467+60.7% | $7,231+21.5% | $7,344+19.7% |