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 | $187,394 | $87,013+115.4% | $106,213+76.4% | $80,856+131.8% |
| Participation rate | 85.7% | 70.4%+15.3pp | 75.3%+10.4pp | 67.6%+18.1pp |
| Annual return | 9.79% | 17.05%-7.3pp | 116.14%-106.3pp | 35.59%-25.8pp |
| Employer contribution / active EE | $3,230 | $2,395+34.8% | $3,171+1.8% | $2,755+17.2% |
| Participant deferral / active EE | $7,030 | $3,986+76.4% | $5,016+40.1% | $4,296+63.6% |
| Admin fee / account holder | $23,141 | $8,431+174.5% | $11,033+109.7% | $6,918+234.5% |