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 | $116,354 | $68,719+69.3% | $91,541+27.1% | $84,808+37.2% |
| Participation rate | 98.4% | 64.5%+33.9pp | 69.8%+28.6pp | 68.3%+30.1pp |
| Annual return | 5.35% | 19.12%-13.8pp | 20.50%-15.2pp | 40.90%-35.5pp |
| Employer contribution / active EE | $4,241 | $1,920+120.9% | $2,505+69.3% | $2,631+61.2% |
| Participant deferral / active EE | $5,257 | $3,136+67.7% | $4,008+31.2% | $4,212+24.8% |
| Admin fee / account holder | $2,339 | $5,786-59.6% | $6,956-66.4% | $7,344-68.1% |