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 | $178,827 | $80,673+121.7% | $101,326+76.5% | $84,808+110.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 11.87% | 38.95%-27.1pp | 36.82%-25.0pp | 40.90%-29.0pp |
| Employer contribution / active EE | $3,504 | $2,698+29.9% | $3,665-4.4% | $2,631+33.2% |
| Participant deferral / active EE | $4,063 | $6,840-40.6% | $7,994-49.2% | $4,212-3.5% |
| Admin fee / account holder | $12,080 | $12,784-5.5% | $11,185+8.0% | $7,344+64.5% |