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 | $49,029 | $165,335-70.3% | $149,696-67.2% | $158,922-69.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 1.29% | 348.15%-346.9pp | 276.60%-275.3pp | 302.83%-301.5pp |
| Employer contribution / active EE | $3,344 | $5,103-34.5% | $4,644-28.0% | $4,761-29.8% |
| Participant deferral / active EE | $5,026 | $7,181-30.0% | $6,842-26.5% | $5,982-16.0% |
| Admin fee / account holder | $4,557 | $10,807-57.8% | $9,309-51.0% | $11,246-59.5% |