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 | $63,721 | $74,888-14.9% | $71,209-10.5% | $142,382-55.2% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.1%-7.4pp |
| Annual return | 9.58% | 345.14%-335.6pp | 282.51%-272.9pp | 217.08%-207.5pp |
| Employer contribution / active EE | $4,815 | $2,854+68.7% | $2,721+77.0% | $4,299+12.0% |
| Participant deferral / active EE | $3,734 | $4,454-16.2% | $4,175-10.6% | $6,507-42.6% |
| Admin fee / account holder | $1,258 | $5,568-77.4% | $5,349-76.5% | $12,624-90.0% |