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 | $201,478 | $106,515+89.2% | $96,683+108.4% | $139,434+44.5% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 9.59% | 38.43%-28.8pp | 35.69%-26.1pp | 372.94%-363.4pp |
| Employer contribution / active EE | $2,368 | $4,103-42.3% | $3,737-36.6% | $4,751-50.1% |
| Participant deferral / active EE | $6,260 | $5,454+14.8% | $4,878+28.3% | $6,710-6.7% |
| Admin fee / account holder | $787 | $7,877-90.0% | $6,730-88.3% | $11,403-93.1% |