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 | $85,184 | $85,766-0.7% | $136,294-37.5% | $70,131+21.5% |
| Participation rate | 96.8% | 74.2%+22.6pp | 81.9%+14.9pp | 69.5%+27.2pp |
| Annual return | 12.40% | 31.45%-19.1pp | 5155.94%-5143.5pp | 73.14%-60.7pp |
| Employer contribution / active EE | $4,845 | $2,966+63.3% | $4,695+3.2% | $2,342+106.8% |
| Participant deferral / active EE | $9,364 | $5,051+85.4% | $6,247+49.9% | $3,332+181.0% |
| Admin fee / account holder | $9,376 | $5,420+73.0% | $9,243+1.4% | $4,645+101.8% |