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 | $112,245 | $86,929+29.1% | $102,423+9.6% | $80,856+38.8% |
| Participation rate | 92.2% | 72.4%+19.8pp | 76.5%+15.7pp | 67.6%+24.5pp |
| Annual return | 7.66% | 18.88%-11.2pp | 29.32%-21.7pp | 35.59%-27.9pp |
| Employer contribution / active EE | $2,035 | $2,369-14.1% | $3,023-32.7% | $2,755-26.1% |
| Participant deferral / active EE | $7,156 | $4,118+73.7% | $5,053+41.6% | $4,296+66.6% |
| Admin fee / account holder | $37,777 | $8,049+369.3% | $9,451+299.7% | $6,918+446.1% |