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 | $199,531 | $72,277+176.1% | $101,248+97.1% | $79,858+149.9% |
| Participation rate | 96.4% | 68.5%+28.0pp | 75.8%+20.6pp | 69.6%+26.8pp |
| Annual return | -3.19% | 22.30%-25.5pp | 46.47%-49.7pp | 31.71%-34.9pp |
| Employer contribution / active EE | $3,567 | $2,692+32.5% | $3,660-2.5% | $2,471+44.4% |
| Participant deferral / active EE | $8,775 | $3,282+167.4% | $4,370+100.8% | $3,740+134.6% |
| Admin fee / account holder | $9,591 | $4,400+118.0% | $5,945+61.3% | $5,306+80.7% |