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 | $182,055 | $117,983+54.3% | $101,794+78.8% | $142,382+27.9% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.2%+15.4pp | 80.1%+4.5pp |
| Annual return | 8.81% | 36.92%-28.1pp | 30.53%-21.7pp | 217.08%-208.3pp |
| Employer contribution / active EE | $1,677 | $2,773-39.5% | $2,289-26.7% | $4,299-61.0% |
| Participant deferral / active EE | $7,069 | $4,714+50.0% | $4,084+73.1% | $6,507+8.6% |
| Admin fee / account holder | $2,869 | $10,433-72.5% | $8,777-67.3% | $12,624-77.3% |