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 | $69,715 | $124,281-43.9% | $109,143-36.1% | $167,490-58.4% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 8.38% | 26.04%-17.7pp | 25.75%-17.4pp | 478.56%-470.2pp |
| Employer contribution / active EE | $6,592 | $4,207+56.7% | $3,722+77.1% | $4,837+36.3% |
| Participant deferral / active EE | $1,845 | $5,255-64.9% | $4,653-60.3% | $6,341-70.9% |
| Admin fee / account holder | $1,379 | $7,970-82.7% | $6,752-79.6% | $12,309-88.8% |