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 | $115,529 | $72,277+59.8% | $101,248+14.1% | $79,858+44.7% |
| Participation rate | 77.8% | 68.5%+9.3pp | 75.8%+2.0pp | 69.6%+8.1pp |
| Annual return | 8.28% | 22.30%-14.0pp | 46.47%-38.2pp | 31.71%-23.4pp |
| Employer contribution / active EE | $3,025 | $2,692+12.4% | $3,660-17.3% | $2,471+22.4% |
| Participant deferral / active EE | $7,378 | $3,282+124.8% | $4,370+68.8% | $3,740+97.3% |
| Admin fee / account holder | $13,547 | $4,400+207.9% | $5,945+127.9% | $5,306+155.3% |