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 | $199,723 | $63,861+212.7% | $104,607+90.9% | $79,858+150.1% |
| Participation rate | 71.4% | 64.9%+6.5pp | 74.1%-2.7pp | 69.6%+1.8pp |
| Annual return | 9.58% | 21.30%-11.7pp | 340.46%-330.9pp | 31.71%-22.1pp |
| Employer contribution / active EE | $2,606 | $1,588+64.1% | $2,681-2.8% | $2,471+5.5% |
| Participant deferral / active EE | $7,865 | $2,693+192.0% | $3,740+110.3% | $3,740+110.3% |
| Admin fee / account holder | $2,199 | $4,185-47.4% | $6,473-66.0% | $5,306-58.5% |