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 | $108,888 | $60,022+81.4% | $88,946+22.4% | $84,808+28.4% |
| Participation rate | 87.2% | 57.8%+29.4pp | 68.8%+18.4pp | 68.3%+18.9pp |
| Annual return | 10.67% | 22.43%-11.8pp | 57.82%-47.2pp | 40.90%-30.2pp |
| Employer contribution / active EE | $1,115 | $1,703-34.5% | $2,555-56.3% | $2,631-57.6% |
| Participant deferral / active EE | $5,856 | $3,114+88.1% | $4,581+27.8% | $4,212+39.0% |
| Admin fee / account holder | $20,920 | $4,811+334.8% | $8,261+153.2% | $7,344+184.9% |