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 | $146,662 | $117,841+24.5% | $102,423+43.2% | $145,922+0.5% |
| Participation rate | 81.0% | 78.6%+2.4pp | 76.5%+4.5pp | 80.3%+0.7pp |
| Annual return | 7.21% | 31.65%-24.4pp | 29.32%-22.1pp | 561.29%-554.1pp |
| Employer contribution / active EE | $2,402 | $3,615-33.6% | $3,023-20.6% | $4,660-48.5% |
| Participant deferral / active EE | $4,219 | $5,731-26.4% | $5,053-16.5% | $6,688-36.9% |
| Admin fee / account holder | $5,127 | $13,326-61.5% | $9,451-45.8% | $13,397-61.7% |