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 | $118,643 | $77,899+52.3% | $149,673-20.7% | $75,163+57.8% |
| Participation rate | 72.0% | 65.6%+6.4pp | 78.8%-6.8pp | 67.2%+4.8pp |
| Annual return | 9.31% | 31.72%-22.4pp | 134.42%-125.1pp | 160.62%-151.3pp |
| Employer contribution / active EE | $3,066 | $3,137-2.3% | $4,818-36.4% | $2,670+14.8% |
| Participant deferral / active EE | $8,150 | $3,411+138.9% | $5,680+43.5% | $4,125+97.6% |
| Admin fee / account holder | $17,776 | $5,956+198.4% | $13,210+34.6% | $5,651+214.6% |