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 | $99,399 | $76,367+30.2% | $93,606+6.2% | $72,985+36.2% |
| Participation rate | 85.9% | 71.7%+14.2pp | 75.8%+10.1pp | 69.5%+16.4pp |
| Annual return | 4.64% | 25.82%-21.2pp | 32.76%-28.1pp | 81.00%-76.4pp |
| Employer contribution / active EE | $4,783 | $2,275+110.2% | $2,718+76.0% | $2,440+96.0% |
| Participant deferral / active EE | $2,079 | $3,538-41.2% | $4,069-48.9% | $3,607-42.4% |
| Admin fee / account holder | $5,080 | $6,838-25.7% | $7,888-35.6% | $5,124-0.9% |