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 | $130,586 | $154,117-15.3% | $129,995+0.5% | $139,434-6.3% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 7.45% | 32.48%-25.0pp | -137.18%+144.6pp | 372.94%-365.5pp |
| Employer contribution / active EE | $2,617 | $5,289-50.5% | $4,320-39.4% | $4,751-44.9% |
| Participant deferral / active EE | $4,303 | $6,710-35.9% | $5,820-26.1% | $6,710-35.9% |
| Admin fee / account holder | $3,780 | $14,007-73.0% | $10,614-64.4% | $11,403-66.8% |