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 | $162,496 | $65,365+148.6% | $92,893+74.9% | $72,985+122.6% |
| Participation rate | 76.9% | 68.3%+8.6pp | 76.0%+0.9pp | 69.5%+7.4pp |
| Annual return | 12.80% | 42.10%-29.3pp | 109.41%-96.6pp | 81.00%-68.2pp |
| Employer contribution / active EE | $1,737 | $2,594-33.1% | $3,653-52.5% | $2,440-28.8% |
| Participant deferral / active EE | $4,688 | $3,128+49.9% | $4,236+10.7% | $3,607+30.0% |
| Admin fee / account holder | $6,702 | $4,251+57.7% | $5,794+15.7% | $5,124+30.8% |