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 | $100,617 | $81,248+23.8% | $155,509-35.3% | $80,856+24.4% |
| Participation rate | 72.0% | 66.2%+5.8pp | 78.2%-6.2pp | 67.6%+4.4pp |
| Annual return | 3.62% | 33.31%-29.7pp | 64.67%-61.0pp | 35.59%-32.0pp |
| Employer contribution / active EE | $5,852 | $3,100+88.8% | $4,672+25.3% | $2,755+112.4% |
| Participant deferral / active EE | $4,018 | $3,452+16.4% | $5,626-28.6% | $4,296-6.5% |
| Admin fee / account holder | $7,018 | $7,997-12.2% | $15,912-55.9% | $6,918+1.4% |