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 | $101,644 | $78,422+29.6% | $95,952+5.9% | $79,858+27.3% |
| Participation rate | 78.6% | 73.5%+5.1pp | 77.1%+1.5pp | 69.6%+8.9pp |
| Annual return | 8.98% | 19.37%-10.4pp | 91.61%-82.6pp | 31.71%-22.7pp |
| Employer contribution / active EE | $2,302 | $1,945+18.4% | $2,541-9.4% | $2,471-6.8% |
| Participant deferral / active EE | $3,894 | $3,440+13.2% | $4,167-6.5% | $3,740+4.1% |
| Admin fee / account holder | $8,388 | $5,622+49.2% | $6,795+23.4% | $5,306+58.1% |