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 | $160,962 | $60,022+168.2% | $88,946+81.0% | $84,808+89.8% |
| Participation rate | 97.4% | 57.8%+39.6pp | 68.8%+28.6pp | 68.3%+29.1pp |
| Annual return | 13.01% | 22.43%-9.4pp | 57.82%-44.8pp | 40.90%-27.9pp |
| Employer contribution / active EE | $13,880 | $1,703+715.1% | $2,555+443.2% | $2,631+427.5% |
| Participant deferral / active EE | $4,121 | $3,114+32.4% | $4,581-10.0% | $4,212-2.1% |
| Admin fee / account holder | $4,651 | $4,811-3.3% | $8,261-43.7% | $7,344-36.7% |