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 5-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 | $113,636 | $77,503+46.6% | $100,391+13.2% | $80,856+40.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 9.62% | 37.20%-27.6pp | 49.20%-39.6pp | 35.59%-26.0pp |
| Employer contribution / active EE | $3,927 | $2,801+40.2% | $3,942-0.4% | $2,755+42.5% |
| Participant deferral / active EE | $10,270 | $6,820+50.6% | $8,082+27.1% | $4,296+139.1% |
| Admin fee / account holder | $20,054 | $5,897+240.1% | $7,899+153.9% | $6,918+189.9% |