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 | $93,206 | $159,602-41.6% | $150,045-37.9% | $142,382-34.5% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 11.81% | 70.24%-58.4pp | 62.55%-50.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $3,358 | $4,961-32.3% | $4,693-28.5% | $4,299-21.9% |
| Participant deferral / active EE | $5,712 | $8,310-31.3% | $7,997-28.6% | $6,507-12.2% |
| Admin fee / account holder | $4,163 | $14,846-72.0% | $13,435-69.0% | $12,624-67.0% |