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 | $145,757 | $72,012+102.4% | $185,823-21.6% | $79,858+82.5% |
| Participation rate | 86.2% | 65.8%+20.4pp | 78.0%+8.2pp | 69.6%+16.6pp |
| Annual return | 10.30% | 23.12%-12.8pp | 35.95%-25.7pp | 31.71%-21.4pp |
| Employer contribution / active EE | $3,461 | $1,965+76.2% | $4,087-15.3% | $2,471+40.1% |
| Participant deferral / active EE | $3,990 | $3,779+5.6% | $5,632-29.2% | $3,740+6.7% |
| Admin fee / account holder | $16,508 | $4,513+265.8% | $9,500+73.8% | $5,306+211.1% |