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 | $116,440 | $73,933+57.5% | $96,683+20.4% | $75,163+54.9% |
| Participation rate | 90.9% | 66.4%+24.5pp | 74.3%+16.6pp | 67.2%+23.7pp |
| Annual return | 11.33% | 26.70%-15.4pp | 35.69%-24.4pp | 160.62%-149.3pp |
| Employer contribution / active EE | $8,739 | $2,928+198.5% | $3,737+133.9% | $2,670+227.3% |
| Participant deferral / active EE | $4,256 | $3,659+16.3% | $4,878-12.8% | $4,125+3.2% |
| Admin fee / account holder | $20,295 | $5,216+289.1% | $6,730+201.6% | $5,651+259.1% |