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 | $97,856 | $177,572-44.9% | $154,803-36.8% | $142,382-31.3% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 8.92% | 65.07%-56.1pp | 58.88%-50.0pp | 217.08%-208.2pp |
| Employer contribution / active EE | $6,607 | $4,810+37.3% | $4,305+53.5% | $4,299+53.7% |
| Participant deferral / active EE | $4,593 | $6,272-26.8% | $5,540-17.1% | $6,507-29.4% |
| Admin fee / account holder | $695 | $16,786-95.9% | $14,329-95.2% | $12,624-94.5% |