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 | $201,595 | $95,266+111.6% | $82,389+144.7% | $142,382+41.6% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.5%+1.9pp | 80.1%-8.7pp |
| Annual return | 10.39% | 25.74%-15.3pp | 28.67%-18.3pp | 217.08%-206.7pp |
| Employer contribution / active EE | $2,602 | $2,991-13.0% | $2,517+3.4% | $4,299-39.5% |
| Participant deferral / active EE | $8,407 | $4,809+74.8% | $4,155+102.4% | $6,507+29.2% |
| Admin fee / account holder | $9,054 | $8,563+5.7% | $7,231+25.2% | $12,624-28.3% |