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 | $122,684 | $54,705+124.3% | $71,209+72.3% | $84,808+44.7% |
| Participation rate | 90.6% | 64.1%+26.6pp | 73.8%+16.9pp | 68.3%+22.3pp |
| Annual return | 11.89% | 35.90%-24.0pp | 282.51%-270.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $3,340 | $2,158+54.8% | $2,721+22.7% | $2,631+26.9% |
| Participant deferral / active EE | $6,183 | $3,030+104.0% | $4,175+48.1% | $4,212+46.8% |
| Admin fee / account holder | $2,936 | $4,863-39.6% | $5,349-45.1% | $7,344-60.0% |