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 | $126,735 | $109,881+15.3% | $150,045-15.5% | $84,808+49.4% |
| Participation rate | 76.9% | 76.1%+0.8pp | 82.3%-5.4pp | 68.3%+8.6pp |
| Annual return | 13.53% | 28.25%-14.7pp | 62.55%-49.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,523 | $3,561-57.2% | $4,693-67.5% | $2,631-42.1% |
| Participant deferral / active EE | $8,092 | $6,636+21.9% | $7,997+1.2% | $4,212+92.1% |
| Admin fee / account holder | $25,315 | $8,568+195.5% | $13,435+88.4% | $7,344+244.7% |