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 | $104,053 | $153,772-32.3% | $133,980-22.3% | $273,961-62.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.64% | 36.51%-34.9pp | 29.30%-27.7pp | 41.45%-39.8pp |
| Employer contribution / active EE | $3,327 | $6,029-44.8% | $5,211-36.2% | $4,869-31.7% |
| Participant deferral / active EE | $9,169 | $6,958+31.8% | $6,282+46.0% | $5,287+73.4% |
| Admin fee / account holder | $4,642 | $11,765-60.5% | $9,324-50.2% | $10,132-54.2% |