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 | $141,316 | $127,065+11.2% | $113,168+24.9% | $142,382-0.7% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 9.83% | 24.03%-14.2pp | 24.27%-14.4pp | 217.08%-207.2pp |
| Employer contribution / active EE | $1,637 | $3,442-52.4% | $2,975-45.0% | $4,299-61.9% |
| Participant deferral / active EE | $11,357 | $5,716+98.7% | $5,107+122.4% | $6,507+74.5% |
| Admin fee / account holder | $998 | $15,736-93.7% | $12,068-91.7% | $12,624-92.1% |