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 | $218,507 | $127,065+72.0% | $113,168+93.1% | $142,382+53.5% |
| Participation rate | 94.1% | 79.2%+14.9pp | 76.6%+17.6pp | 80.1%+14.0pp |
| Annual return | 9.70% | 24.03%-14.3pp | 24.27%-14.6pp | 217.08%-207.4pp |
| Employer contribution / active EE | $3,284 | $3,442-4.6% | $2,975+10.4% | $4,299-23.6% |
| Participant deferral / active EE | $5,887 | $5,716+3.0% | $5,107+15.3% | $6,507-9.5% |
| Admin fee / account holder | $461 | $15,736-97.1% | $12,068-96.2% | $12,624-96.3% |