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 | $148,455 | $89,753+65.4% | $107,525+38.1% | $84,808+75.0% |
| Participation rate | 92.9% | 68.1%+24.8pp | 75.1%+17.8pp | 68.3%+24.5pp |
| Annual return | 9.23% | 29.48%-20.3pp | 181.32%-172.1pp | 40.90%-31.7pp |
| Employer contribution / active EE | $9,579 | $3,113+207.7% | $3,754+155.2% | $2,631+264.1% |
| Participant deferral / active EE | $4,966 | $4,056+22.4% | $5,116-2.9% | $4,212+17.9% |
| Admin fee / account holder | $4,451 | $7,222-38.4% | $8,919-50.1% | $7,344-39.4% |