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 | $66,219 | $81,460-18.7% | $103,333-35.9% | $80,856-18.1% |
| Participation rate | 72.9% | 66.8%+6.0pp | 74.5%-1.7pp | 67.6%+5.2pp |
| Annual return | 6.60% | 25.55%-18.9pp | 24.88%-18.3pp | 35.59%-29.0pp |
| Employer contribution / active EE | $12,140 | $3,105+291.0% | $3,868+213.9% | $2,755+340.7% |
| Participant deferral / active EE | $2,180 | $3,869-43.6% | $5,057-56.9% | $4,296-49.2% |
| Admin fee / account holder | $9,839 | $6,566+49.8% | $8,355+17.8% | $6,918+42.2% |