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 | $153,632 | $90,503+69.8% | $78,689+95.2% | $273,961-43.9% |
| Participation rate | 78.3% | 76.5%+1.7pp | 73.6%+4.7pp | 83.0%-4.8pp |
| Annual return | 1.58% | 75.60%-74.0pp | 62.18%-60.6pp | 41.45%-39.9pp |
| Employer contribution / active EE | $11,068 | $3,176+248.5% | $2,851+288.3% | $4,869+127.3% |
| Participant deferral / active EE | $4,117 | $3,901+5.5% | $3,517+17.1% | $5,287-22.1% |
| Admin fee / account holder | $1,670 | $5,263-68.3% | $4,510-63.0% | $10,132-83.5% |