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 | $101,453 | $214,378-52.7% | $200,582-49.4% | $142,382-28.7% |
| Participation rate | 72.7% | 87.4%-14.7pp | 86.9%-14.2pp | 80.1%-7.4pp |
| Annual return | 11.62% | 46.41%-34.8pp | 42.33%-30.7pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,073 | $6,841-69.7% | $6,419-67.7% | $4,299-51.8% |
| Participant deferral / active EE | $7,205 | $9,865-27.0% | $9,331-22.8% | $6,507+10.7% |
| Admin fee / account holder | $18,836 | $17,692+6.5% | $16,305+15.5% | $12,624+49.2% |