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 | $129,309 | $86,286+49.9% | $111,297+16.2% | $85,850+50.6% |
| Participation rate | 93.8% | 73.3%+20.4pp | 77.3%+16.4pp | 69.3%+24.4pp |
| Annual return | 10.47% | 19.99%-9.5pp | 54.65%-44.2pp | 318.53%-308.1pp |
| Employer contribution / active EE | $1,886 | $2,043-7.7% | $2,731-30.9% | $2,565-26.5% |
| Participant deferral / active EE | $5,948 | $3,641+63.4% | $4,487+32.5% | $3,952+50.5% |
| Admin fee / account holder | $14,487 | $8,188+76.9% | $7,964+81.9% | $6,260+131.4% |