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 | $196,983 | $115,770+70.2% | $101,248+94.6% | $158,922+23.9% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 2.12% | 56.14%-54.0pp | 46.47%-44.3pp | 302.83%-300.7pp |
| Employer contribution / active EE | $2,954 | $4,175-29.2% | $3,660-19.3% | $4,761-38.0% |
| Participant deferral / active EE | $7,406 | $4,957+49.4% | $4,370+69.5% | $5,982+23.8% |
| Admin fee / account holder | $2,218 | $7,245-69.4% | $5,945-62.7% | $11,246-80.3% |