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 | $128,180 | $74,927+71.1% | $101,794+25.9% | $84,808+51.1% |
| Participation rate | 79.5% | 61.4%+18.1pp | 69.2%+10.3pp | 68.3%+11.2pp |
| Annual return | 11.81% | 18.70%-6.9pp | 30.53%-18.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $4,296 | $1,522+182.3% | $2,289+87.7% | $2,631+63.3% |
| Participant deferral / active EE | $5,505 | $3,099+77.6% | $4,084+34.8% | $4,212+30.7% |
| Admin fee / account holder | $5,931 | $6,514-8.9% | $8,777-32.4% | $7,344-19.2% |