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 | $134,678 | $68,547+96.5% | $120,354+11.9% | $80,856+66.6% |
| Participation rate | 97.8% | 61.6%+36.2pp | 71.9%+25.9pp | 67.6%+30.2pp |
| Annual return | 7.40% | 23.60%-16.2pp | 107.15%-99.8pp | 35.59%-28.2pp |
| Employer contribution / active EE | $4,589 | $2,051+123.7% | $3,463+32.5% | $2,755+66.6% |
| Participant deferral / active EE | $3,548 | $3,173+11.8% | $4,991-28.9% | $4,296-17.4% |
| Admin fee / account holder | $11,664 | $5,732+103.5% | $9,423+23.8% | $6,918+68.6% |