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 | $98,817 | $79,944+23.6% | $98,439+0.4% | $75,163+31.5% |
| Participation rate | 72.0% | 70.4%+1.6pp | 75.2%-3.2pp | 67.2%+4.8pp |
| Annual return | 12.63% | 19.75%-7.1pp | 21.16%-8.5pp | 160.62%-148.0pp |
| Employer contribution / active EE | $1,129 | $2,264-50.1% | $3,048-63.0% | $2,670-57.7% |
| Participant deferral / active EE | $4,568 | $3,752+21.7% | $4,738-3.6% | $4,125+10.7% |
| Admin fee / account holder | $12,210 | $6,840+78.5% | $8,948+36.5% | $5,651+116.1% |