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 | $184,248 | $109,881+67.7% | $150,045+22.8% | $84,808+117.3% |
| Participation rate | 86.7% | 76.1%+10.6pp | 82.3%+4.3pp | 68.3%+18.4pp |
| Annual return | 12.74% | 28.25%-15.5pp | 62.55%-49.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $4,234 | $3,561+18.9% | $4,693-9.8% | $2,631+60.9% |
| Participant deferral / active EE | $11,360 | $6,636+71.2% | $7,997+42.0% | $4,212+169.7% |
| Admin fee / account holder | $3,969 | $8,568-53.7% | $13,435-70.5% | $7,344-46.0% |