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 | $130,294 | $80,968+60.9% | $96,544+35.0% | $75,163+73.3% |
| Participation rate | 93.5% | 71.8%+21.8pp | 76.0%+17.6pp | 67.2%+26.4pp |
| Annual return | 0.49% | 27.06%-26.6pp | 25.84%-25.4pp | 160.62%-160.1pp |
| Employer contribution / active EE | $6,285 | $2,282+175.5% | $2,965+112.0% | $2,670+135.4% |
| Participant deferral / active EE | $3,760 | $3,928-4.3% | $4,851-22.5% | $4,125-8.9% |
| Admin fee / account holder | $5,523 | $6,724-17.9% | $8,252-33.1% | $5,651-2.3% |