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 | $132,676 | $99,341+33.6% | $84,750+56.5% | $273,961-51.6% |
| Participation rate | 95.0% | 80.7%+14.3pp | 76.6%+18.4pp | 83.0%+12.0pp |
| Annual return | -1.09% | 22.93%-24.0pp | 22.78%-23.9pp | 41.45%-42.5pp |
| Employer contribution / active EE | $10,041 | $4,214+138.3% | $3,574+180.9% | $4,869+106.2% |
| Participant deferral / active EE | $7,736 | $4,269+81.2% | $3,712+108.4% | $5,287+46.3% |
| Admin fee / account holder | $23,904 | $6,644+259.8% | $5,332+348.3% | $10,132+135.9% |