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 | $59,330 | $65,365-9.2% | $92,893-36.1% | $72,985-18.7% |
| Participation rate | 78.9% | 68.3%+10.6pp | 76.0%+2.9pp | 69.5%+9.5pp |
| Annual return | 6.71% | 42.10%-35.4pp | 109.41%-102.7pp | 81.00%-74.3pp |
| Employer contribution / active EE | $5,223 | $2,594+101.3% | $3,653+43.0% | $2,440+114.1% |
| Participant deferral / active EE | $1,735 | $3,128-44.5% | $4,236-59.0% | $3,607-51.9% |
| Admin fee / account holder | $3,466 | $4,251-18.5% | $5,794-40.2% | $5,124-32.4% |