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 | $177,740 | $117,841+50.8% | $102,423+73.5% | $145,922+21.8% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 7.58% | 31.65%-24.1pp | 29.32%-21.7pp | 561.29%-553.7pp |
| Employer contribution / active EE | $11,183 | $3,615+209.4% | $3,023+269.9% | $4,660+140.0% |
| Participant deferral / active EE | $7,274 | $5,731+26.9% | $5,053+44.0% | $6,688+8.8% |
| Admin fee / account holder | $61,261 | $13,326+359.7% | $9,451+548.2% | $13,397+357.3% |