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 | $182,398 | $117,983+54.6% | $101,794+79.2% | $142,382+28.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 5.94% | 36.92%-31.0pp | 30.53%-24.6pp | 217.08%-211.1pp |
| Employer contribution / active EE | $2,572 | $2,773-7.2% | $2,289+12.4% | $4,299-40.2% |
| Participant deferral / active EE | $6,537 | $4,714+38.7% | $4,084+60.1% | $6,507+0.5% |
| Admin fee / account holder | $1,613 | $10,433-84.5% | $8,777-81.6% | $12,624-87.2% |