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 | $140,344 | $53,127+164.2% | $86,590+62.1% | $70,131+100.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 12.13% | 27.66%-15.5pp | 964.84%-952.7pp | 73.14%-61.0pp |
| Employer contribution / active EE | $1,663 | $2,068-19.6% | $2,839-41.4% | $2,342-29.0% |
| Participant deferral / active EE | $2,798 | $2,696+3.8% | $3,609-22.5% | $3,332-16.0% |
| Admin fee / account holder | $4,532 | $3,585+26.4% | $4,906-7.6% | $4,645-2.4% |