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 | $153,198 | $95,803+59.9% | $113,168+35.4% | $84,808+80.6% |
| Participation rate | 90.6% | 72.9%+17.8pp | 76.6%+14.1pp | 68.3%+22.3pp |
| Annual return | 8.09% | 25.00%-16.9pp | 24.27%-16.2pp | 40.90%-32.8pp |
| Employer contribution / active EE | $6,529 | $2,360+176.7% | $2,975+119.5% | $2,631+148.2% |
| Participant deferral / active EE | $3,726 | $4,242-12.2% | $5,107-27.0% | $4,212-11.5% |
| Admin fee / account holder | $14,750 | $8,989+64.1% | $12,068+22.2% | $7,344+100.9% |