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 | $154,862 | $106,584+45.3% | $101,326+52.8% | $142,382+8.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 12.38% | 36.93%-24.5pp | 36.82%-24.4pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,477 | $3,956-62.7% | $3,665-59.7% | $4,299-65.6% |
| Participant deferral / active EE | $9,477 | $8,297+14.2% | $7,994+18.6% | $6,507+45.6% |
| Admin fee / account holder | $2,635 | $11,446-77.0% | $11,185-76.4% | $12,624-79.1% |