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 | $95,589 | $159,602-40.1% | $150,045-36.3% | $142,382-32.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 11.20% | 70.24%-59.0pp | 62.55%-51.3pp | 217.08%-205.9pp |
| Employer contribution / active EE | $7,793 | $4,961+57.1% | $4,693+66.1% | $4,299+81.3% |
| Participant deferral / active EE | $9,436 | $8,310+13.5% | $7,997+18.0% | $6,507+45.0% |
| Admin fee / account holder | $818 | $14,846-94.5% | $13,435-93.9% | $12,624-93.5% |