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 | $98,659 | $176,056-44.0% | $159,436-38.1% | $167,490-41.1% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 6.67% | 331.75%-325.1pp | 263.57%-256.9pp | 478.56%-471.9pp |
| Employer contribution / active EE | $1,675 | $5,297-68.4% | $4,829-65.3% | $4,837-65.4% |
| Participant deferral / active EE | $6,038 | $7,750-22.1% | $7,352-17.9% | $6,341-4.8% |
| Admin fee / account holder | $3,623 | $12,554-71.1% | $10,799-66.5% | $12,309-70.6% |