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 | $179,312 | $85,022+110.9% | $70,515+154.3% | $139,434+28.6% |
| Participation rate | 71.4% | 73.9%-2.5pp | 68.3%+3.1pp | 80.3%-8.9pp |
| Annual return | 3.39% | 30.38%-27.0pp | 32.77%-29.4pp | 372.94%-369.6pp |
| Employer contribution / active EE | $3,685 | $3,909-5.7% | $2,973+23.9% | $4,751-22.4% |
| Participant deferral / active EE | $10,078 | $5,890+71.1% | $4,567+120.7% | $6,710+50.2% |
| Admin fee / account holder | $6,995 | $8,906-21.5% | $6,412+9.1% | $11,403-38.7% |