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 | $184,260 | $80,717+128.3% | $154,803+19.0% | $84,808+117.3% |
| Participation rate | 85.2% | 66.8%+18.4pp | 78.1%+7.1pp | 68.3%+16.9pp |
| Annual return | 12.36% | 37.96%-25.6pp | 58.88%-46.5pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,183 | $2,761-21.0% | $4,305-49.3% | $2,631-17.0% |
| Participant deferral / active EE | $2,479 | $3,303-24.9% | $5,540-55.3% | $4,212-41.1% |
| Admin fee / account holder | $10,721 | $6,746+58.9% | $14,329-25.2% | $7,344+46.0% |