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 | $102,248 | $177,572-42.4% | $154,803-33.9% | $142,382-28.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 6.94% | 65.07%-58.1pp | 58.88%-51.9pp | 217.08%-210.1pp |
| Employer contribution / active EE | $1,777 | $4,810-63.1% | $4,305-58.7% | $4,299-58.7% |
| Participant deferral / active EE | $6,401 | $6,272+2.1% | $5,540+15.5% | $6,507-1.6% |
| Admin fee / account holder | $6,599 | $16,786-60.7% | $14,329-53.9% | $12,624-47.7% |