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 | $102,387 | $73,933+38.5% | $96,683+5.9% | $75,163+36.2% |
| Participation rate | 97.5% | 66.4%+31.1pp | 74.3%+23.2pp | 67.2%+30.3pp |
| Annual return | 9.54% | 26.70%-17.2pp | 35.69%-26.2pp | 160.62%-151.1pp |
| Employer contribution / active EE | $6,250 | $2,928+113.5% | $3,737+67.3% | $2,670+134.1% |
| Participant deferral / active EE | $4,189 | $3,659+14.5% | $4,878-14.1% | $4,125+1.5% |
| Admin fee / account holder | $3,919 | $5,216-24.9% | $6,730-41.8% | $5,651-30.7% |