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 9-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 | $67,346 | $176,056-61.7% | $159,436-57.8% | $167,490-59.8% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 6.16% | 331.75%-325.6pp | 263.57%-257.4pp | 478.56%-472.4pp |
| Employer contribution / active EE | $3,835 | $5,297-27.6% | $4,829-20.6% | $4,837-20.7% |
| Participant deferral / active EE | $7,698 | $7,750-0.7% | $7,352+4.7% | $6,341+21.4% |
| Admin fee / account holder | $1,237 | $12,554-90.1% | $10,799-88.5% | $12,309-90.0% |