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 | $126,376 | $95,803+31.9% | $113,168+11.7% | $84,808+49.0% |
| Participation rate | 85.7% | 72.9%+12.8pp | 76.6%+9.1pp | 68.3%+17.4pp |
| Annual return | 10.55% | 25.00%-14.5pp | 24.27%-13.7pp | 40.90%-30.3pp |
| Employer contribution / active EE | $1,885 | $2,360-20.1% | $2,975-36.6% | $2,631-28.3% |
| Participant deferral / active EE | $5,790 | $4,242+36.5% | $5,107+13.4% | $4,212+37.5% |
| Admin fee / account holder | $10,062 | $8,989+11.9% | $12,068-16.6% | $7,344+37.0% |