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 | $136,692 | $83,477+63.7% | $125,175+9.2% | $72,985+87.3% |
| Participation rate | 96.3% | 73.3%+23.0pp | 79.8%+16.5pp | 69.5%+26.8pp |
| Annual return | 12.47% | 25.78%-13.3pp | 43.79%-31.3pp | 81.00%-68.5pp |
| Employer contribution / active EE | $3,614 | $2,345+54.1% | $3,865-6.5% | $2,440+48.1% |
| Participant deferral / active EE | $8,309 | $3,585+131.7% | $4,937+68.3% | $3,607+130.3% |
| Admin fee / account holder | $16,050 | $5,517+190.9% | $9,702+65.4% | $5,124+213.2% |