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 | $165,908 | $78,926+110.2% | $136,749+21.3% | $84,808+95.6% |
| Participation rate | 94.4% | 62.2%+32.3pp | 72.1%+22.3pp | 68.3%+26.1pp |
| Annual return | 10.14% | 18.17%-8.0pp | 24.33%-14.2pp | 40.90%-30.8pp |
| Employer contribution / active EE | $8,333 | $2,134+290.5% | $3,400+145.1% | $2,631+216.7% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,692-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,148 | $6,369-34.9% | $11,386-63.6% | $7,344-43.5% |