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 | $96,136 | $159,602-39.8% | $150,045-35.9% | $142,382-32.5% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 10.41% | 70.24%-59.8pp | 62.55%-52.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $1,914 | $4,961-61.4% | $4,693-59.2% | $4,299-55.5% |
| Participant deferral / active EE | $4,728 | $8,310-43.1% | $7,997-40.9% | $6,507-27.3% |
| Admin fee / account holder | $2,502 | $14,846-83.1% | $13,435-81.4% | $12,624-80.2% |