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 | $81,080 | $165,335-51.0% | $149,696-45.8% | $158,922-49.0% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 1.80% | 348.15%-346.3pp | 276.60%-274.8pp | 302.83%-301.0pp |
| Employer contribution / active EE | $6,944 | $5,103+36.1% | $4,644+49.5% | $4,761+45.8% |
| Participant deferral / active EE | $13,192 | $7,181+83.7% | $6,842+92.8% | $5,982+120.5% |
| Admin fee / account holder | $48,338 | $10,807+347.3% | $9,309+419.3% | $11,246+329.8% |