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 | $102,210 | $96,484+5.9% | $75,886+34.7% | $152,861-33.1% |
| Participation rate | 93.8% | 76.2%+17.6pp | 69.3%+24.5pp | 82.4%+11.3pp |
| Annual return | 6.26% | 33.98%-27.7pp | 30.76%-24.5pp | 345.32%-339.1pp |
| Employer contribution / active EE | $4,375 | $3,309+32.2% | $2,500+75.0% | $4,762-8.1% |
| Participant deferral / active EE | $3,948 | $4,553-13.3% | $3,603+9.6% | $5,850-32.5% |
| Admin fee / account holder | $2,010 | $8,078-75.1% | $5,418-62.9% | $11,596-82.7% |