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 | $94,181 | $159,602-41.0% | $150,045-37.2% | $142,382-33.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 12.24% | 70.24%-58.0pp | 62.55%-50.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $3,564 | $4,961-28.1% | $4,693-24.1% | $4,299-17.1% |
| Participant deferral / active EE | $7,496 | $8,310-9.8% | $7,997-6.3% | $6,507+15.2% |
| Admin fee / account holder | $8,930 | $14,846-39.8% | $13,435-33.5% | $12,624-29.3% |