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 | $152,301 | $86,286+76.5% | $111,297+36.8% | $85,850+77.4% |
| Participation rate | 82.8% | 73.3%+9.4pp | 77.3%+5.4pp | 69.3%+13.4pp |
| Annual return | 10.01% | 19.99%-10.0pp | 54.65%-44.6pp | 318.53%-308.5pp |
| Employer contribution / active EE | $1,439 | $2,043-29.6% | $2,731-47.3% | $2,565-43.9% |
| Participant deferral / active EE | $3,570 | $3,641-1.9% | $4,487-20.4% | $3,952-9.7% |
| Admin fee / account holder | $1,667 | $8,188-79.6% | $7,964-79.1% | $6,260-73.4% |