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 | $116,406 | $54,762+112.6% | $90,281+28.9% | $72,985+59.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 12.69% | 30.63%-17.9pp | 78.10%-65.4pp | 81.00%-68.3pp |
| Employer contribution / active EE | $2,168 | $2,092+3.6% | $2,854-24.0% | $2,440-11.1% |
| Participant deferral / active EE | $4,054 | $2,887+40.4% | $3,885+4.3% | $3,607+12.4% |
| Admin fee / account holder | $565 | $3,972-85.8% | $5,351-89.4% | $5,124-89.0% |