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 | $115,092 | $91,190+26.2% | $178,490-35.5% | $79,858+44.1% |
| Participation rate | 83.7% | 69.2%+14.5pp | 81.9%+1.8pp | 69.6%+14.1pp |
| Annual return | 8.25% | 24.19%-15.9pp | 151.07%-142.8pp | 31.71%-23.5pp |
| Employer contribution / active EE | $7,185 | $3,256+120.7% | $5,011+43.4% | $2,471+190.8% |
| Participant deferral / active EE | $9,830 | $3,236+203.8% | $5,202+89.0% | $3,740+162.8% |
| Admin fee / account holder | $2,883 | $6,751-57.3% | $13,984-79.4% | $5,306-45.7% |