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 | $184,534 | $109,413+68.7% | $156,263+18.1% | $84,808+117.6% |
| Participation rate | 73.3% | 72.7%+0.6pp | 78.9%-5.6pp | 68.3%+5.0pp |
| Annual return | 10.07% | 20.18%-10.1pp | 59.47%-49.4pp | 40.90%-30.8pp |
| Employer contribution / active EE | $1,503 | $2,907-48.3% | $4,333-65.3% | $2,631-42.9% |
| Participant deferral / active EE | $6,194 | $4,590+35.0% | $6,158+0.6% | $4,212+47.1% |
| Admin fee / account holder | $18,035 | $9,357+92.7% | $14,255+26.5% | $7,344+145.6% |