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 | $224,380 | $106,584+110.5% | $101,326+121.4% | $142,382+57.6% |
| Participation rate | 90.5% | 82.7%+7.8pp | 81.5%+9.0pp | 80.1%+10.4pp |
| Annual return | 11.33% | 36.93%-25.6pp | 36.82%-25.5pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,138 | $3,956-45.9% | $3,665-41.7% | $4,299-50.3% |
| Participant deferral / active EE | $7,289 | $8,297-12.2% | $7,994-8.8% | $6,507+12.0% |
| Admin fee / account holder | $39,812 | $11,446+247.8% | $11,185+255.9% | $12,624+215.4% |