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 | $214,051 | $106,515+101.0% | $96,683+121.4% | $139,434+53.5% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.3%+19.4pp | 80.3%+13.4pp |
| Annual return | 10.18% | 38.43%-28.2pp | 35.69%-25.5pp | 372.94%-362.8pp |
| Employer contribution / active EE | $2,324 | $4,103-43.4% | $3,737-37.8% | $4,751-51.1% |
| Participant deferral / active EE | $5,480 | $5,454+0.5% | $4,878+12.3% | $6,710-18.3% |
| Admin fee / account holder | $9,708 | $7,877+23.2% | $6,730+44.3% | $11,403-14.9% |