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 | $236,834 | $117,983+100.7% | $101,794+132.7% | $142,382+66.3% |
| Participation rate | 94.4% | 74.2%+20.2pp | 69.2%+25.3pp | 80.1%+14.3pp |
| Annual return | 9.46% | 36.92%-27.5pp | 30.53%-21.1pp | 217.08%-207.6pp |
| Employer contribution / active EE | $4,039 | $2,773+45.7% | $2,289+76.5% | $4,299-6.1% |
| Participant deferral / active EE | $1,676 | $4,714-64.4% | $4,084-59.0% | $6,507-74.2% |
| Admin fee / account holder | $17,130 | $10,433+64.2% | $8,777+95.2% | $12,624+35.7% |