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 | $175,550 | $86,929+101.9% | $102,423+71.4% | $80,856+117.1% |
| Participation rate | 71.9% | 72.4%-0.5pp | 76.5%-4.6pp | 67.6%+4.2pp |
| Annual return | 8.28% | 18.88%-10.6pp | 29.32%-21.0pp | 35.59%-27.3pp |
| Employer contribution / active EE | $2,592 | $2,369+9.4% | $3,023-14.3% | $2,755-5.9% |
| Participant deferral / active EE | $5,854 | $4,118+42.1% | $5,053+15.8% | $4,296+36.3% |
| Admin fee / account holder | $23,343 | $8,049+190.0% | $9,451+147.0% | $6,918+237.4% |