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 | $196,612 | $109,881+78.9% | $150,045+31.0% | $84,808+131.8% |
| Participation rate | 92.9% | 76.1%+16.8pp | 82.3%+10.5pp | 68.3%+24.5pp |
| Annual return | 14.08% | 28.25%-14.2pp | 62.55%-48.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,249 | $3,561-36.9% | $4,693-52.1% | $2,631-14.5% |
| Participant deferral / active EE | $9,513 | $6,636+43.4% | $7,997+19.0% | $4,212+125.9% |
| Admin fee / account holder | $15,641 | $8,568+82.5% | $13,435+16.4% | $7,344+113.0% |