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 | $198,501 | $109,881+80.7% | $150,045+32.3% | $84,808+134.1% |
| Participation rate | 89.3% | 76.1%+13.2pp | 82.3%+7.0pp | 68.3%+21.0pp |
| Annual return | 12.95% | 28.25%-15.3pp | 62.55%-49.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,184 | $3,561-10.6% | $4,693-32.2% | $2,631+21.0% |
| Participant deferral / active EE | $6,070 | $6,636-8.5% | $7,997-24.1% | $4,212+44.1% |
| Admin fee / account holder | $7,710 | $8,568-10.0% | $13,435-42.6% | $7,344+5.0% |