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 | $176,826 | $57,541+207.3% | $95,745+84.7% | $75,163+135.3% |
| Participation rate | 89.7% | 62.5%+27.1pp | 72.3%+17.4pp | 67.2%+22.5pp |
| Annual return | 11.79% | 34.93%-23.1pp | 28.35%-16.6pp | 160.62%-148.8pp |
| Employer contribution / active EE | $1,963 | $1,808+8.6% | $2,835-30.7% | $2,670-26.5% |
| Participant deferral / active EE | $4,775 | $3,074+55.4% | $4,245+12.5% | $4,125+15.8% |
| Admin fee / account holder | $20,117 | $4,099+390.8% | $5,678+254.3% | $5,651+256.0% |