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 | $173,174 | $217,402-20.3% | $185,823-6.8% | $167,490+3.4% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 2.81% | 148.36%-145.6pp | 122.05%-119.2pp | 478.56%-475.7pp |
| Employer contribution / active EE | $10,287 | $5,873+75.1% | $5,167+99.1% | $4,837+112.6% |
| Participant deferral / active EE | $5,743 | $6,356-9.6% | $5,568+3.1% | $6,341-9.4% |
| Admin fee / account holder | $1,111 | $19,811-94.4% | $16,237-93.2% | $12,309-91.0% |