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 | $165,133 | $125,758+31.3% | $169,993-2.9% | $75,163+119.7% |
| Participation rate | 84.0% | 83.6%+0.4pp | 87.0%-3.0pp | 67.2%+16.8pp |
| Annual return | 12.47% | 27.20%-14.7pp | 53.37%-40.9pp | 160.62%-148.1pp |
| Employer contribution / active EE | $8,643 | $4,615+87.3% | $6,785+27.4% | $2,670+223.7% |
| Participant deferral / active EE | $9,953 | $6,837+45.6% | $10,408-4.4% | $4,125+141.3% |
| Admin fee / account holder | $45,742 | $8,173+459.6% | $12,815+256.9% | $5,651+709.5% |