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 | $148,354 | $102,616+44.6% | $81,983+81.0% | $158,922-6.6% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.2%+10.8pp | 82.0%-2.0pp |
| Annual return | 1.42% | 61.04%-59.6pp | 41.31%-39.9pp | 302.83%-301.4pp |
| Employer contribution / active EE | $2,467 | $3,240-23.9% | $2,498-1.2% | $4,761-48.2% |
| Participant deferral / active EE | $7,703 | $4,648+65.7% | $3,722+107.0% | $5,982+28.8% |
| Admin fee / account holder | $3,773 | $8,235-54.2% | $5,664-33.4% | $11,246-66.4% |