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 | $113,637 | $60,022+89.3% | $88,946+27.8% | $84,808+34.0% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 11.57% | 22.43%-10.9pp | 57.82%-46.3pp | 40.90%-29.3pp |
| Employer contribution / active EE | $10,025 | $1,703+488.8% | $2,555+292.4% | $2,631+281.0% |
| Participant deferral / active EE | $5,479 | $3,114+76.0% | $4,581+19.6% | $4,212+30.1% |
| Admin fee / account holder | $1,925 | $4,811-60.0% | $8,261-76.7% | $7,344-73.8% |