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 | $181,813 | $201,272-9.7% | $184,203-1.3% | $145,922+24.6% |
| Participation rate | 76.9% | 87.5%-10.6pp | 86.8%-9.9pp | 80.3%-3.4pp |
| Annual return | 8.32% | 29.00%-20.7pp | 28.81%-20.5pp | 561.29%-553.0pp |
| Employer contribution / active EE | $3,581 | $7,022-49.0% | $6,427-44.3% | $4,660-23.1% |
| Participant deferral / active EE | $10,705 | $9,806+9.2% | $9,131+17.2% | $6,688+60.1% |
| Admin fee / account holder | $5,318 | $16,364-67.5% | $13,901-61.7% | $13,397-60.3% |