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 | $190,550 | $124,319+53.3% | $111,297+71.2% | $167,490+13.8% |
| Participation rate | 90.0% | 79.6%+10.4pp | 77.3%+12.7pp | 82.1%+7.9pp |
| Annual return | 8.20% | 37.44%-29.2pp | 54.65%-46.5pp | 478.56%-470.4pp |
| Employer contribution / active EE | $1,675 | $3,435-51.3% | $2,731-38.7% | $4,837-65.4% |
| Participant deferral / active EE | $4,018 | $5,180-22.4% | $4,487-10.5% | $6,341-36.6% |
| Admin fee / account holder | $1,781 | $10,618-83.2% | $7,964-77.6% | $12,309-85.5% |