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 | $79,124 | $78,926+0.3% | $136,749-42.1% | $84,808-6.7% |
| Participation rate | 96.3% | 62.2%+34.1pp | 72.1%+24.2pp | 68.3%+28.0pp |
| Annual return | 10.25% | 18.17%-7.9pp | 24.33%-14.1pp | 40.90%-30.6pp |
| Employer contribution / active EE | $986 | $2,134-53.8% | $3,400-71.0% | $2,631-62.5% |
| Participant deferral / active EE | $4,629 | $3,168+46.1% | $4,692-1.4% | $4,212+9.9% |
| Admin fee / account holder | $1,909 | $6,369-70.0% | $11,386-83.2% | $7,344-74.0% |