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 | $178,661 | $93,571+90.9% | $135,903+31.5% | $75,163+137.7% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 10.03% | 30.90%-20.9pp | 68.23%-58.2pp | 160.62%-150.6pp |
| Employer contribution / active EE | $3,472 | $3,537-1.8% | $4,856-28.5% | $2,670+30.1% |
| Participant deferral / active EE | $7,147 | $6,404+11.6% | $7,758-7.9% | $4,125+73.3% |
| Admin fee / account holder | $14,949 | $6,975+114.3% | $10,762+38.9% | $5,651+164.5% |