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 | $117,265 | $217,402-46.1% | $185,823-36.9% | $167,490-30.0% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 5.70% | 148.36%-142.7pp | 122.05%-116.3pp | 478.56%-472.9pp |
| Employer contribution / active EE | $1,877 | $5,873-68.0% | $5,167-63.7% | $4,837-61.2% |
| Participant deferral / active EE | $5,163 | $6,356-18.8% | $5,568-7.3% | $6,341-18.6% |
| Admin fee / account holder | $804 | $19,811-95.9% | $16,237-95.0% | $12,309-93.5% |