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 | $227,324 | $94,338+141.0% | $100,534+126.1% | $142,382+59.7% |
| Participation rate | 71.4% | 81.7%-10.3pp | 80.6%-9.2pp | 80.1%-8.7pp |
| Annual return | 11.68% | 29.20%-17.5pp | 32.66%-21.0pp | 217.08%-205.4pp |
| Employer contribution / active EE | $5,328 | $4,237+25.7% | $4,346+22.6% | $4,299+23.9% |
| Participant deferral / active EE | $7,293 | $5,934+22.9% | $6,144+18.7% | $6,507+12.1% |
| Admin fee / account holder | $1,450 | $8,421-82.8% | $7,654-81.1% | $12,624-88.5% |