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 | $133,510 | $105,931+26.0% | $81,930+63.0% | $158,922-16.0% |
| Participation rate | 86.4% | 75.6%+10.8pp | 72.0%+14.4pp | 82.0%+4.4pp |
| Annual return | 4.03% | 38.17%-34.1pp | 29.49%-25.5pp | 302.83%-298.8pp |
| Employer contribution / active EE | $2,453 | $7,800-68.5% | $4,310-43.1% | $4,761-48.5% |
| Participant deferral / active EE | $6,219 | $13,003-52.2% | $7,107-12.5% | $5,982+4.0% |
| Admin fee / account holder | $27,224 | $8,489+220.7% | $5,158+427.8% | $11,246+142.1% |