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 | $115,493 | $52,279+120.9% | $89,391+29.2% | $79,858+44.6% |
| Participation rate | 75.8% | 57.5%+18.2pp | 68.0%+7.8pp | 69.6%+6.1pp |
| Annual return | 9.26% | 22.16%-12.9pp | 245.62%-236.4pp | 31.71%-22.5pp |
| Employer contribution / active EE | $4,276 | $1,572+172.1% | $2,586+65.4% | $2,471+73.1% |
| Participant deferral / active EE | $5,827 | $2,740+112.6% | $3,890+49.8% | $3,740+55.8% |
| Admin fee / account holder | $10,634 | $3,356+216.8% | $4,881+117.9% | $5,306+100.4% |