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 | $83,083 | $81,248+2.3% | $155,509-46.6% | $80,856+2.8% |
| Participation rate | 84.4% | 66.2%+18.2pp | 78.2%+6.3pp | 67.6%+16.8pp |
| Annual return | 10.56% | 33.31%-22.7pp | 64.67%-54.1pp | 35.59%-25.0pp |
| Employer contribution / active EE | $3,980 | $3,100+28.4% | $4,672-14.8% | $2,755+44.5% |
| Participant deferral / active EE | $4,850 | $3,452+40.5% | $5,626-13.8% | $4,296+12.9% |
| Admin fee / account holder | $3,340 | $7,997-58.2% | $15,912-79.0% | $6,918-51.7% |