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 | $149,099 | $117,983+26.4% | $101,794+46.5% | $142,382+4.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 7.97% | 36.92%-28.9pp | 30.53%-22.6pp | 217.08%-209.1pp |
| Employer contribution / active EE | $2,757 | $2,773-0.6% | $2,289+20.5% | $4,299-35.9% |
| Participant deferral / active EE | $8,130 | $4,714+72.5% | $4,084+99.1% | $6,507+24.9% |
| Admin fee / account holder | $14,706 | $10,433+41.0% | $8,777+67.6% | $12,624+16.5% |