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 | $139,640 | $70,475+98.1% | $100,516+38.9% | $79,858+74.9% |
| Participation rate | 82.8% | 73.7%+9.1pp | 79.4%+3.4pp | 69.6%+13.1pp |
| Annual return | 12.13% | 21.90%-9.8pp | 30.89%-18.8pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,204 | $2,165-44.4% | $3,418-64.8% | $2,471-51.3% |
| Participant deferral / active EE | $3,627 | $5,181-30.0% | $6,270-42.1% | $3,740-3.0% |
| Admin fee / account holder | $21,017 | $4,478+369.3% | $8,081+160.1% | $5,306+296.1% |