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 9-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 | $69,802 | $114,381-39.0% | $107,525-35.1% | $142,382-51.0% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 9.84% | 242.71%-232.9pp | 181.32%-171.5pp | 217.08%-207.2pp |
| Employer contribution / active EE | $5,438 | $4,015+35.5% | $3,754+44.9% | $4,299+26.5% |
| Participant deferral / active EE | $6,973 | $5,564+25.3% | $5,116+36.3% | $6,507+7.2% |
| Admin fee / account holder | $42,018 | $9,860+326.1% | $8,919+371.1% | $12,624+232.9% |