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 | $38,602 | $177,572-78.3% | $154,803-75.1% | $142,382-72.9% |
| Participation rate | 78.3% | 82.1%-3.8pp | 78.1%+0.2pp | 80.1%-1.9pp |
| Annual return | 10.41% | 65.07%-54.7pp | 58.88%-48.5pp | 217.08%-206.7pp |
| Employer contribution / active EE | $1,857 | $4,810-61.4% | $4,305-56.9% | $4,299-56.8% |
| Participant deferral / active EE | $5,360 | $6,272-14.5% | $5,540-3.3% | $6,507-17.6% |
| Admin fee / account holder | $5,119 | $16,786-69.5% | $14,329-64.3% | $12,624-59.5% |