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 | $127,750 | $127,264+0.4% | $109,895+16.2% | $167,490-23.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 6.86% | 22.97%-16.1pp | 29.45%-22.6pp | 478.56%-471.7pp |
| Employer contribution / active EE | $3,668 | $3,322+10.4% | $2,842+29.0% | $4,837-24.2% |
| Participant deferral / active EE | $1,335 | $4,514-70.4% | $4,048-67.0% | $6,341-78.9% |
| Admin fee / account holder | $5,358 | $7,114-24.7% | $6,066-11.7% | $12,309-56.5% |