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 | $156,142 | $80,968+92.8% | $96,544+61.7% | $75,163+107.7% |
| Participation rate | 70.3% | 71.8%-1.5pp | 76.0%-5.7pp | 67.2%+3.1pp |
| Annual return | 7.50% | 27.06%-19.6pp | 25.84%-18.3pp | 160.62%-153.1pp |
| Employer contribution / active EE | $2,509 | $2,282+10.0% | $2,965-15.4% | $2,670-6.0% |
| Participant deferral / active EE | $5,135 | $3,928+30.7% | $4,851+5.9% | $4,125+24.5% |
| Admin fee / account holder | $13,112 | $6,724+95.0% | $8,252+58.9% | $5,651+132.0% |