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 | $142,218 | $94,625+50.3% | $116,228+22.4% | $84,808+67.7% |
| Participation rate | 85.2% | 70.4%+14.7pp | 74.6%+10.6pp | 68.3%+16.9pp |
| Annual return | 11.42% | 20.40%-9.0pp | 90.06%-78.6pp | 40.90%-29.5pp |
| Employer contribution / active EE | $2,874 | $2,347+22.5% | $2,994-4.0% | $2,631+9.3% |
| Participant deferral / active EE | $6,361 | $3,972+60.2% | $4,953+28.4% | $4,212+51.0% |
| Admin fee / account holder | $1,128 | $10,091-88.8% | $11,989-90.6% | $7,344-84.6% |