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 | $105,149 | $89,753+17.2% | $107,525-2.2% | $84,808+24.0% |
| Participation rate | 92.5% | 68.1%+24.4pp | 75.1%+17.4pp | 68.3%+24.2pp |
| Annual return | 11.43% | 29.48%-18.0pp | 181.32%-169.9pp | 40.90%-29.5pp |
| Employer contribution / active EE | $2,386 | $3,113-23.4% | $3,754-36.4% | $2,631-9.3% |
| Participant deferral / active EE | $4,270 | $4,056+5.3% | $5,116-16.5% | $4,212+1.4% |
| Admin fee / account holder | $14,753 | $7,222+104.3% | $8,919+65.4% | $7,344+100.9% |