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 | $163,137 | $109,881+48.5% | $150,045+8.7% | $84,808+92.4% |
| Participation rate | 92.9% | 76.1%+16.8pp | 82.3%+10.5pp | 68.3%+24.5pp |
| Annual return | 13.18% | 28.25%-15.1pp | 62.55%-49.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,323 | $3,561-34.8% | $4,693-50.5% | $2,631-11.7% |
| Participant deferral / active EE | $5,248 | $6,636-20.9% | $7,997-34.4% | $4,212+24.6% |
| Admin fee / account holder | $1,519 | $8,568-82.3% | $13,435-88.7% | $7,344-79.3% |