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 | $213,476 | $181,894+17.4% | $156,549+36.4% | $273,961-22.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -1.52% | 30.74%-32.3pp | 32.23%-33.7pp | 41.45%-43.0pp |
| Employer contribution / active EE | $1,470 | $6,248-76.5% | $5,501-73.3% | $4,869-69.8% |
| Participant deferral / active EE | $6,600 | $5,550+18.9% | $4,871+35.5% | $5,287+24.8% |
| Admin fee / account holder | $1,939 | $15,559-87.5% | $13,027-85.1% | $10,132-80.9% |