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 | $93,817 | $165,335-43.3% | $149,696-37.3% | $158,922-41.0% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 7.45% | 348.15%-340.7pp | 276.60%-269.2pp | 302.83%-295.4pp |
| Employer contribution / active EE | $3,543 | $5,103-30.6% | $4,644-23.7% | $4,761-25.6% |
| Participant deferral / active EE | $7,431 | $7,181+3.5% | $6,842+8.6% | $5,982+24.2% |
| Admin fee / account holder | $1,159 | $10,807-89.3% | $9,309-87.6% | $11,246-89.7% |