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 | $100,173 | $71,050+41.0% | $93,606+7.0% | $80,856+23.9% |
| Participation rate | 80.0% | 60.4%+19.6pp | 68.7%+11.3pp | 67.6%+12.4pp |
| Annual return | 8.38% | 11.26%-2.9pp | 133.20%-124.8pp | 35.59%-27.2pp |
| Employer contribution / active EE | $2,281 | $1,564+45.8% | $2,420-5.8% | $2,755-17.2% |
| Participant deferral / active EE | $3,222 | $4,034-20.1% | $4,411-27.0% | $4,296-25.0% |
| Admin fee / account holder | $2,920 | $6,945-58.0% | $8,285-64.8% | $6,918-57.8% |