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 | $116,905 | $101,724+14.9% | $164,813-29.1% | $80,856+44.6% |
| Participation rate | 79.4% | 71.8%+7.6pp | 78.6%+0.8pp | 67.6%+11.8pp |
| Annual return | 7.67% | 16.72%-9.0pp | 69.93%-62.3pp | 35.59%-27.9pp |
| Employer contribution / active EE | $1,312 | $2,953-55.6% | $4,341-69.8% | $2,755-52.4% |
| Participant deferral / active EE | $3,912 | $4,477-12.6% | $6,031-35.1% | $4,296-8.9% |
| Admin fee / account holder | $5,229 | $8,227-36.4% | $12,690-58.8% | $6,918-24.4% |