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 | $109,249 | $98,750+10.6% | $149,696-27.0% | $79,858+36.8% |
| Participation rate | 97.4% | 75.8%+21.7pp | 82.5%+15.0pp | 69.6%+27.8pp |
| Annual return | 10.08% | 27.43%-17.3pp | 276.60%-266.5pp | 31.71%-21.6pp |
| Employer contribution / active EE | $3,313 | $3,216+3.0% | $4,644-28.7% | $2,471+34.1% |
| Participant deferral / active EE | $7,991 | $5,680+40.7% | $6,842+16.8% | $3,740+113.7% |
| Admin fee / account holder | $6,588 | $6,053+8.8% | $9,309-29.2% | $5,306+24.2% |