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 | $116,949 | $61,774+89.3% | $97,226+20.3% | $80,856+44.6% |
| Participation rate | 94.7% | 63.5%+31.2pp | 72.7%+22.0pp | 67.6%+27.0pp |
| Annual return | 10.21% | -557.90%+568.1pp | 75.13%-64.9pp | 35.59%-25.4pp |
| Employer contribution / active EE | $2,735 | $1,837+48.9% | $2,729+0.2% | $2,755-0.7% |
| Participant deferral / active EE | $4,878 | $3,029+61.0% | $4,264+14.4% | $4,296+13.5% |
| Admin fee / account holder | $9,579 | $5,166+85.4% | $5,654+69.4% | $6,918+38.5% |