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 | $113,974 | $81,460+39.9% | $103,333+10.3% | $80,856+41.0% |
| Participation rate | 78.9% | 66.8%+12.1pp | 74.5%+4.4pp | 67.6%+11.3pp |
| Annual return | 9.97% | 25.55%-15.6pp | 24.88%-14.9pp | 35.59%-25.6pp |
| Employer contribution / active EE | $6,638 | $3,105+113.8% | $3,868+71.6% | $2,755+141.0% |
| Participant deferral / active EE | $6,464 | $3,869+67.1% | $5,057+27.8% | $4,296+50.5% |
| Admin fee / account holder | $6,911 | $6,566+5.2% | $8,355-17.3% | $6,918-0.1% |