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 | $147,655 | $58,523+152.3% | $99,443+48.5% | $72,985+102.3% |
| Participation rate | 82.1% | 64.6%+17.5pp | 73.8%+8.3pp | 69.5%+12.7pp |
| Annual return | 2.82% | 28.51%-25.7pp | 30.72%-27.9pp | 81.00%-78.2pp |
| Employer contribution / active EE | $3,225 | $1,512+113.3% | $2,540+27.0% | $2,440+32.2% |
| Participant deferral / active EE | $2,123 | $2,606-18.5% | $3,619-41.3% | $3,607-41.2% |
| Admin fee / account holder | $3,568 | $4,102-13.0% | $6,250-42.9% | $5,124-30.4% |