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 | $120,051 | $93,571+28.3% | $135,903-11.7% | $75,163+59.7% |
| Participation rate | 72.0% | 75.2%-3.2pp | 81.9%-9.9pp | 67.2%+4.8pp |
| Annual return | 14.98% | 30.90%-15.9pp | 68.23%-53.3pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,326 | $3,537-62.5% | $4,856-72.7% | $2,670-50.3% |
| Participant deferral / active EE | $9,642 | $6,404+50.6% | $7,758+24.3% | $4,125+133.7% |
| Admin fee / account holder | $3,250 | $6,975-53.4% | $10,762-69.8% | $5,651-42.5% |