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 | $141,411 | $106,515+32.8% | $96,683+46.3% | $139,434+1.4% |
| Participation rate | 73.3% | 77.8%-4.5pp | 74.3%-1.0pp | 80.3%-7.0pp |
| Annual return | 8.31% | 38.43%-30.1pp | 35.69%-27.4pp | 372.94%-364.6pp |
| Employer contribution / active EE | $1,568 | $4,103-61.8% | $3,737-58.0% | $4,751-67.0% |
| Participant deferral / active EE | $5,054 | $5,454-7.3% | $4,878+3.6% | $6,710-24.7% |
| Admin fee / account holder | $12,138 | $7,877+54.1% | $6,730+80.4% | $11,403+6.4% |