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 | $110,589 | $159,901-30.8% | $146,958-24.7% | $145,922-24.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 7.14% | 98.13%-91.0pp | 418.34%-411.2pp | 561.29%-554.1pp |
| Employer contribution / active EE | $8,115 | $5,286+53.5% | $4,933+64.5% | $4,660+74.1% |
| Participant deferral / active EE | $10,840 | $8,428+28.6% | $8,070+34.3% | $6,688+62.1% |
| Admin fee / account holder | $7,273 | $15,044-51.7% | $12,998-44.0% | $13,397-45.7% |