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 | $129,896 | $176,056-26.2% | $159,436-18.5% | $167,490-22.4% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 5.44% | 331.75%-326.3pp | 263.57%-258.1pp | 478.56%-473.1pp |
| Employer contribution / active EE | $2,478 | $5,297-53.2% | $4,829-48.7% | $4,837-48.8% |
| Participant deferral / active EE | $9,558 | $7,750+23.3% | $7,352+30.0% | $6,341+50.7% |
| Admin fee / account holder | $2,810 | $12,554-77.6% | $10,799-74.0% | $12,309-77.2% |