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 | $152,076 | $106,584+42.7% | $101,326+50.1% | $142,382+6.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 10.34% | 36.93%-26.6pp | 36.82%-26.5pp | 217.08%-206.7pp |
| Employer contribution / active EE | $1,756 | $3,956-55.6% | $3,665-52.1% | $4,299-59.2% |
| Participant deferral / active EE | $2,606 | $8,297-68.6% | $7,994-67.4% | $6,507-59.9% |
| Admin fee / account holder | $708 | $11,446-93.8% | $11,185-93.7% | $12,624-94.4% |