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 | $117,322 | $86,929+35.0% | $102,423+14.5% | $80,856+45.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 9.86% | 18.88%-9.0pp | 29.32%-19.5pp | 35.59%-25.7pp |
| Employer contribution / active EE | $2,349 | $2,369-0.9% | $3,023-22.3% | $2,755-14.7% |
| Participant deferral / active EE | $5,744 | $4,118+39.5% | $5,053+13.7% | $4,296+33.7% |
| Admin fee / account holder | $6,160 | $8,049-23.5% | $9,451-34.8% | $6,918-11.0% |