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 | $236,430 | $125,758+88.0% | $169,993+39.1% | $75,163+214.6% |
| Participation rate | 96.8% | 83.6%+13.2pp | 87.0%+9.8pp | 67.2%+29.6pp |
| Annual return | 7.13% | 27.20%-20.1pp | 53.37%-46.2pp | 160.62%-153.5pp |
| Employer contribution / active EE | $6,295 | $4,615+36.4% | $6,785-7.2% | $2,670+135.8% |
| Participant deferral / active EE | $7,558 | $6,837+10.5% | $10,408-27.4% | $4,125+83.2% |
| Admin fee / account holder | $7,203 | $8,173-11.9% | $12,815-43.8% | $5,651+27.5% |