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 | $123,804 | $65,365+89.4% | $92,893+33.3% | $72,985+69.6% |
| Participation rate | 93.8% | 68.3%+25.4pp | 76.0%+17.7pp | 69.5%+24.3pp |
| Annual return | 11.14% | 42.10%-31.0pp | 109.41%-98.3pp | 81.00%-69.9pp |
| Employer contribution / active EE | $4,846 | $2,594+86.8% | $3,653+32.7% | $2,440+98.6% |
| Participant deferral / active EE | $3,157 | $3,128+0.9% | $4,236-25.5% | $3,607-12.5% |
| Admin fee / account holder | $4,036 | $4,251-5.1% | $5,794-30.3% | $5,124-21.2% |