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 | $149,071 | $78,672+89.5% | $109,143+36.6% | $85,850+73.6% |
| Participation rate | 92.9% | 68.3%+24.6pp | 75.9%+17.0pp | 69.3%+23.5pp |
| Annual return | 9.85% | 25.09%-15.2pp | 25.75%-15.9pp | 318.53%-308.7pp |
| Employer contribution / active EE | $3,734 | $2,735+36.5% | $3,722+0.3% | $2,565+45.6% |
| Participant deferral / active EE | $4,353 | $3,467+25.5% | $4,653-6.5% | $3,952+10.1% |
| Admin fee / account holder | $1,193 | $5,469-78.2% | $6,752-82.3% | $6,260-80.9% |