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 | $246,167 | $81,460+202.2% | $103,333+138.2% | $80,856+204.4% |
| Participation rate | 88.6% | 66.8%+21.7pp | 74.5%+14.1pp | 67.6%+20.9pp |
| Annual return | 10.10% | 25.55%-15.4pp | 24.88%-14.8pp | 35.59%-25.5pp |
| Employer contribution / active EE | $11,380 | $3,105+266.5% | $3,868+194.2% | $2,755+313.1% |
| Participant deferral / active EE | $6,503 | $3,869+68.1% | $5,057+28.6% | $4,296+51.4% |
| Admin fee / account holder | $14,041 | $6,566+113.8% | $8,355+68.1% | $6,918+103.0% |