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 | $237,847 | $179,726+32.3% | $156,263+52.2% | $142,382+67.0% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 9.98% | 77.86%-67.9pp | 59.47%-49.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $5,271 | $5,069+4.0% | $4,333+21.6% | $4,299+22.6% |
| Participant deferral / active EE | $8,215 | $6,956+18.1% | $6,158+33.4% | $6,507+26.2% |
| Admin fee / account holder | $7,453 | $17,272-56.9% | $14,255-47.7% | $12,624-41.0% |