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 | $158,924 | $101,069+57.2% | $81,478+95.1% | $147,584+7.7% |
| Participation rate | 85.7% | 74.5%+11.3pp | 68.0%+17.8pp | 82.8%+2.9pp |
| Annual return | 7.00% | 32.40%-25.4pp | 38.78%-31.8pp | 578.55%-571.6pp |
| Employer contribution / active EE | $2,115 | $3,205-34.0% | $2,568-17.6% | $4,876-56.6% |
| Participant deferral / active EE | $4,762 | $4,242+12.3% | $3,537+34.6% | $5,439-12.4% |
| Admin fee / account holder | $2,871 | $5,812-50.6% | $4,561-37.1% | $10,885-73.6% |