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 | $144,173 | $80,968+78.1% | $96,544+49.3% | $75,163+91.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 6.60% | 27.06%-20.5pp | 25.84%-19.2pp | 160.62%-154.0pp |
| Employer contribution / active EE | $1,310 | $2,282-42.6% | $2,965-55.8% | $2,670-50.9% |
| Participant deferral / active EE | $9,322 | $3,928+137.3% | $4,851+92.2% | $4,125+126.0% |
| Admin fee / account holder | $6,156 | $6,724-8.4% | $8,252-25.4% | $5,651+8.9% |