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 | $113,245 | $99,877+13.4% | $84,966+33.3% | $145,922-22.4% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 7.65% | 83.76%-76.1pp | 66.38%-58.7pp | 561.29%-553.6pp |
| Employer contribution / active EE | $2,405 | $3,231-25.6% | $2,727-11.8% | $4,660-48.4% |
| Participant deferral / active EE | $9,132 | $5,291+72.6% | $4,519+102.1% | $6,688+36.5% |
| Admin fee / account holder | $3,716 | $7,248-48.7% | $6,149-39.6% | $13,397-72.3% |