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 | $99,725 | $80,968+23.2% | $96,544+3.3% | $75,163+32.7% |
| Participation rate | 75.5% | 71.8%+3.7pp | 76.0%-0.5pp | 67.2%+8.3pp |
| Annual return | 10.98% | 27.06%-16.1pp | 25.84%-14.9pp | 160.62%-149.6pp |
| Employer contribution / active EE | $3,431 | $2,282+50.3% | $2,965+15.7% | $2,670+28.5% |
| Participant deferral / active EE | $8,202 | $3,928+108.8% | $4,851+69.1% | $4,125+98.8% |
| Admin fee / account holder | $3,047 | $6,724-54.7% | $8,252-63.1% | $5,651-46.1% |