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 | $49,841 | $175,202-71.6% | $149,673-66.7% | $139,434-64.3% |
| Participation rate | 81.3% | 83.4%-2.1pp | 78.8%+2.5pp | 80.3%+0.9pp |
| Annual return | 8.68% | 166.71%-158.0pp | 134.42%-125.7pp | 372.94%-364.3pp |
| Employer contribution / active EE | $2,442 | $5,474-55.4% | $4,818-49.3% | $4,751-48.6% |
| Participant deferral / active EE | $4,923 | $6,519-24.5% | $5,680-13.3% | $6,710-26.6% |
| Admin fee / account holder | $915 | $16,150-94.3% | $13,210-93.1% | $11,403-92.0% |