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 6-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 | $94,432 | $159,602-40.8% | $150,045-37.1% | $142,382-33.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 5.69% | 70.24%-64.6pp | 62.55%-56.9pp | 217.08%-211.4pp |
| Employer contribution / active EE | $2,893 | $4,961-41.7% | $4,693-38.4% | $4,299-32.7% |
| Participant deferral / active EE | $8,996 | $8,310+8.2% | $7,997+12.5% | $6,507+38.2% |
| Admin fee / account holder | $484 | $14,846-96.7% | $13,435-96.4% | $12,624-96.2% |