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 | $60,495 | $108,919-44.5% | $100,391-39.7% | $145,922-58.5% |
| Participation rate | 83.3% | 82.9%+0.4pp | 81.5%+1.9pp | 80.3%+3.1pp |
| Annual return | 9.17% | 57.88%-48.7pp | 49.20%-40.0pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,951 | $4,419-55.9% | $3,942-50.5% | $4,660-58.1% |
| Participant deferral / active EE | $4,839 | $8,445-42.7% | $8,082-40.1% | $6,688-27.6% |
| Admin fee / account holder | $2,022 | $9,689-79.1% | $7,899-74.4% | $13,397-84.9% |