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 | $87,422 | $214,378-59.2% | $200,582-56.4% | $142,382-38.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 10.83% | 46.41%-35.6pp | 42.33%-31.5pp | 217.08%-206.2pp |
| Employer contribution / active EE | $2,914 | $6,841-57.4% | $6,419-54.6% | $4,299-32.2% |
| Participant deferral / active EE | $4,008 | $9,865-59.4% | $9,331-57.0% | $6,507-38.4% |
| Admin fee / account holder | $7,031 | $17,692-60.3% | $16,305-56.9% | $12,624-44.3% |