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 | $47,561 | $148,534-68.0% | $135,903-65.0% | $139,434-65.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 7.96% | 79.19%-71.2pp | 68.23%-60.3pp | 372.94%-365.0pp |
| Employer contribution / active EE | $1,618 | $5,243-69.1% | $4,856-66.7% | $4,751-66.0% |
| Participant deferral / active EE | $5,516 | $8,100-31.9% | $7,758-28.9% | $6,710-17.8% |
| Admin fee / account holder | $10,350 | $12,400-16.5% | $10,762-3.8% | $11,403-9.2% |