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 | $107,602 | $72,277+48.9% | $101,248+6.3% | $79,858+34.7% |
| Participation rate | 98.0% | 68.5%+29.6pp | 75.8%+22.2pp | 69.6%+28.4pp |
| Annual return | 9.00% | 22.30%-13.3pp | 46.47%-37.5pp | 31.71%-22.7pp |
| Employer contribution / active EE | $3,431 | $2,692+27.5% | $3,660-6.2% | $2,471+38.9% |
| Participant deferral / active EE | $4,485 | $3,282+36.7% | $4,370+2.6% | $3,740+19.9% |
| Admin fee / account holder | $13,219 | $4,400+200.4% | $5,945+122.3% | $5,306+149.1% |