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 | $93,593 | $210,648-55.6% | $177,989-47.4% | $145,922-35.9% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 7.38% | 385.86%-378.5pp | 294.48%-287.1pp | 561.29%-553.9pp |
| Employer contribution / active EE | $3,156 | $4,565-30.9% | $3,949-20.1% | $4,660-32.3% |
| Participant deferral / active EE | $6,137 | $6,958-11.8% | $6,276-2.2% | $6,688-8.2% |
| Admin fee / account holder | $11,951 | $12,013-0.5% | $10,363+15.3% | $13,397-10.8% |