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 | $157,230 | $98,750+59.2% | $149,696+5.0% | $79,858+96.9% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.6%+19.3pp |
| Annual return | 8.47% | 27.43%-19.0pp | 276.60%-268.1pp | 31.71%-23.2pp |
| Employer contribution / active EE | $4,213 | $3,216+31.0% | $4,644-9.3% | $2,471+70.5% |
| Participant deferral / active EE | $4,165 | $5,680-26.7% | $6,842-39.1% | $3,740+11.4% |
| Admin fee / account holder | $5,229 | $6,053-13.6% | $9,309-43.8% | $5,306-1.4% |