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 9-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 | $139,112 | $176,056-21.0% | $159,436-12.7% | $167,490-16.9% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 2.55% | 331.75%-329.2pp | 263.57%-261.0pp | 478.56%-476.0pp |
| Employer contribution / active EE | $2,718 | $5,297-48.7% | $4,829-43.7% | $4,837-43.8% |
| Participant deferral / active EE | $7,957 | $7,750+2.7% | $7,352+8.2% | $6,341+25.5% |
| Admin fee / account holder | $322 | $12,554-97.4% | $10,799-97.0% | $12,309-97.4% |