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 5-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 | $198,146 | $117,841+68.1% | $102,423+93.5% | $145,922+35.8% |
| Participation rate | 94.4% | 78.6%+15.9pp | 76.5%+18.0pp | 80.3%+14.2pp |
| Annual return | 8.26% | 31.65%-23.4pp | 29.32%-21.1pp | 561.29%-553.0pp |
| Employer contribution / active EE | $2,715 | $3,615-24.9% | $3,023-10.2% | $4,660-41.7% |
| Participant deferral / active EE | $6,896 | $5,731+20.3% | $5,053+36.5% | $6,688+3.1% |
| Admin fee / account holder | $836 | $13,326-93.7% | $9,451-91.2% | $13,397-93.8% |