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 | $175,259 | $78,672+122.8% | $109,143+60.6% | $85,850+104.1% |
| Participation rate | 73.5% | 68.3%+5.3pp | 75.9%-2.3pp | 69.3%+4.2pp |
| Annual return | 8.05% | 25.09%-17.0pp | 25.75%-17.7pp | 318.53%-310.5pp |
| Employer contribution / active EE | $2,004 | $2,735-26.7% | $3,722-46.1% | $2,565-21.9% |
| Participant deferral / active EE | $4,843 | $3,467+39.7% | $4,653+4.1% | $3,952+22.6% |
| Admin fee / account holder | $4,357 | $5,469-20.3% | $6,752-35.5% | $6,260-30.4% |