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 | $74,786 | $148,534-49.7% | $135,903-45.0% | $139,434-46.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 9.50% | 79.19%-69.7pp | 68.23%-58.7pp | 372.94%-363.4pp |
| Employer contribution / active EE | $3,560 | $5,243-32.1% | $4,856-26.7% | $4,751-25.1% |
| Participant deferral / active EE | $5,720 | $8,100-29.4% | $7,758-26.3% | $6,710-14.8% |
| Admin fee / account holder | $1,240 | $12,400-90.0% | $10,762-88.5% | $11,403-89.1% |