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 | $88,182 | $30,400+190.1% | $53,898+63.6% | $84,808+4.0% |
| Participation rate | 81.5% | 46.4%+35.0pp | 55.0%+26.5pp | 68.3%+13.2pp |
| Annual return | 13.28% | 500.19%-486.9pp | 528.60%-515.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,711 | $603+349.7% | $932+190.8% | $2,631+3.0% |
| Participant deferral / active EE | $4,495 | $1,199+275.0% | $1,826+146.1% | $4,212+6.7% |
| Admin fee / account holder | $8,556 | $1,993+329.2% | $2,491+243.5% | $7,344+16.5% |