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 | $115,807 | $165,335-30.0% | $149,696-22.6% | $158,922-27.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 6.24% | 348.15%-341.9pp | 276.60%-270.4pp | 302.83%-296.6pp |
| Employer contribution / active EE | $9,610 | $5,103+88.3% | $4,644+106.9% | $4,761+101.8% |
| Participant deferral / active EE | $5,836 | $7,181-18.7% | $6,842-14.7% | $5,982-2.4% |
| Admin fee / account holder | $3,640 | $10,807-66.3% | $9,309-60.9% | $11,246-67.6% |