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 | $131,305 | $99,877+31.5% | $84,966+54.5% | $145,922-10.0% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.5pp |
| Annual return | 8.02% | 83.76%-75.7pp | 66.38%-58.4pp | 561.29%-553.3pp |
| Employer contribution / active EE | $1,520 | $3,231-53.0% | $2,727-44.3% | $4,660-67.4% |
| Participant deferral / active EE | $3,758 | $5,291-29.0% | $4,519-16.8% | $6,688-43.8% |
| Admin fee / account holder | $3,771 | $7,248-48.0% | $6,149-38.7% | $13,397-71.9% |