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 | $167,859 | $85,022+97.4% | $70,515+138.0% | $139,434+20.4% |
| Participation rate | 88.9% | 73.9%+15.0pp | 68.3%+20.5pp | 80.3%+8.6pp |
| Annual return | 7.42% | 30.38%-23.0pp | 32.77%-25.4pp | 372.94%-365.5pp |
| Employer contribution / active EE | $1,408 | $3,909-64.0% | $2,973-52.7% | $4,751-70.4% |
| Participant deferral / active EE | $6,168 | $5,890+4.7% | $4,567+35.1% | $6,710-8.1% |
| Admin fee / account holder | $2,020 | $8,906-77.3% | $6,412-68.5% | $11,403-82.3% |