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 | $216,566 | $115,882+86.9% | $100,516+115.5% | $158,922+36.3% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | -1.68% | 34.79%-36.5pp | 30.89%-32.6pp | 302.83%-304.5pp |
| Employer contribution / active EE | $4,587 | $4,103+11.8% | $3,418+34.2% | $4,761-3.7% |
| Participant deferral / active EE | $8,625 | $6,674+29.2% | $6,270+37.6% | $5,982+44.2% |
| Admin fee / account holder | $3,852 | $10,995-65.0% | $8,081-52.3% | $11,246-65.7% |