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 | $117,726 | $54,705+115.2% | $71,209+65.3% | $84,808+38.8% |
| Participation rate | 96.0% | 64.1%+31.9pp | 73.8%+22.2pp | 68.3%+27.7pp |
| Annual return | 11.78% | 35.90%-24.1pp | 282.51%-270.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $22,689 | $2,158+951.5% | $2,721+733.9% | $2,631+762.4% |
| Participant deferral / active EE | $787 | $3,030-74.0% | $4,175-81.1% | $4,212-81.3% |
| Admin fee / account holder | $5,782 | $4,863+18.9% | $5,349+8.1% | $7,344-21.3% |