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 | $113,812 | $183,519-38.0% | $155,509-26.8% | $145,922-22.0% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 8.52% | 61.17%-52.7pp | 64.67%-56.2pp | 561.29%-552.8pp |
| Employer contribution / active EE | $11,880 | $5,313+123.6% | $4,672+154.2% | $4,660+154.9% |
| Participant deferral / active EE | $6,084 | $6,462-5.9% | $5,626+8.1% | $6,688-9.0% |
| Admin fee / account holder | $1,702 | $19,313-91.2% | $15,912-89.3% | $13,397-87.3% |