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 | $162,198 | $80,717+100.9% | $154,803+4.8% | $84,808+91.3% |
| Participation rate | 73.1% | 66.8%+6.3pp | 78.1%-5.0pp | 68.3%+4.8pp |
| Annual return | 11.33% | 37.96%-26.6pp | 58.88%-47.5pp | 40.90%-29.6pp |
| Employer contribution / active EE | $2,456 | $2,761-11.0% | $4,305-42.9% | $2,631-6.6% |
| Participant deferral / active EE | $6,974 | $3,303+111.1% | $5,540+25.9% | $4,212+65.6% |
| Admin fee / account holder | $6,553 | $6,746-2.9% | $14,329-54.3% | $7,344-10.8% |