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 | $135,846 | $138,347-1.8% | $184,203-26.3% | $80,856+68.0% |
| Participation rate | 84.8% | 83.9%+1.0pp | 86.8%-2.0pp | 67.6%+17.2pp |
| Annual return | 10.81% | 20.02%-9.2pp | 28.81%-18.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,552 | $4,850-47.4% | $6,427-60.3% | $2,755-7.4% |
| Participant deferral / active EE | $6,875 | $7,071-2.8% | $9,131-24.7% | $4,296+60.1% |
| Admin fee / account holder | $24,241 | $10,483+131.2% | $13,901+74.4% | $6,918+250.4% |