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 | $93,957 | $78,422+19.8% | $95,952-2.1% | $79,858+17.7% |
| Participation rate | 97.0% | 73.5%+23.5pp | 77.1%+19.9pp | 69.6%+27.3pp |
| Annual return | 8.08% | 19.37%-11.3pp | 91.61%-83.5pp | 31.71%-23.6pp |
| Employer contribution / active EE | $1,942 | $1,945-0.2% | $2,541-23.6% | $2,471-21.4% |
| Participant deferral / active EE | $2,041 | $3,440-40.7% | $4,167-51.0% | $3,740-45.4% |
| Admin fee / account holder | $1,617 | $5,622-71.2% | $6,795-76.2% | $5,306-69.5% |