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 | $107,661 | $157,256-31.5% | $141,162-23.7% | $152,861-29.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 6.13% | 64.32%-58.2pp | 71.39%-65.3pp | 345.32%-339.2pp |
| Employer contribution / active EE | $1,035 | $5,261-80.3% | $4,735-78.2% | $4,762-78.3% |
| Participant deferral / active EE | $5,483 | $7,109-22.9% | $6,709-18.3% | $5,850-6.3% |
| Admin fee / account holder | $1,395 | $12,120-88.5% | $10,261-86.4% | $11,596-88.0% |