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 | $226,863 | $81,460+178.5% | $103,333+119.5% | $80,856+180.6% |
| Participation rate | 78.1% | 66.8%+11.3pp | 74.5%+3.6pp | 67.6%+10.5pp |
| Annual return | 8.45% | 25.55%-17.1pp | 24.88%-16.4pp | 35.59%-27.1pp |
| Employer contribution / active EE | $5,327 | $3,105+71.5% | $3,868+37.7% | $2,755+93.4% |
| Participant deferral / active EE | $5,594 | $3,869+44.6% | $5,057+10.6% | $4,296+30.2% |
| Admin fee / account holder | $1,438 | $6,566-78.1% | $8,355-82.8% | $6,918-79.2% |