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 | $92,074 | $81,248+13.3% | $155,509-40.8% | $80,856+13.9% |
| Participation rate | 77.8% | 66.2%+11.5pp | 78.2%-0.4pp | 67.6%+10.1pp |
| Annual return | 7.39% | 33.31%-25.9pp | 64.67%-57.3pp | 35.59%-28.2pp |
| Employer contribution / active EE | $2,809 | $3,100-9.4% | $4,672-39.9% | $2,755+2.0% |
| Participant deferral / active EE | $6,218 | $3,452+80.2% | $5,626+10.5% | $4,296+44.7% |
| Admin fee / account holder | $16,371 | $7,997+104.7% | $15,912+2.9% | $6,918+136.6% |