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 | $94,169 | $61,280+53.7% | $69,780+35.0% | $84,808+11.0% |
| Participation rate | 76.9% | 73.6%+3.3pp | 79.3%-2.4pp | 68.3%+8.6pp |
| Annual return | 11.81% | 12.93%-1.1pp | 26.31%-14.5pp | 40.90%-29.1pp |
| Employer contribution / active EE | $4,031 | $3,577+12.7% | $4,168-3.3% | $2,631+53.2% |
| Participant deferral / active EE | $5,476 | $3,756+45.8% | $6,164-11.2% | $4,212+30.0% |
| Admin fee / account holder | $1,222 | $6,026-79.7% | $7,285-83.2% | $7,344-83.4% |