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 | $60,404 | $98,750-38.8% | $149,696-59.6% | $79,858-24.4% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.5%+5.0pp | 69.6%+17.9pp |
| Annual return | 10.41% | 27.43%-17.0pp | 276.60%-266.2pp | 31.71%-21.3pp |
| Employer contribution / active EE | $5,078 | $3,216+57.9% | $4,644+9.3% | $2,471+105.5% |
| Participant deferral / active EE | $3,144 | $5,680-44.7% | $6,842-54.1% | $3,740-15.9% |
| Admin fee / account holder | $6,414 | $6,053+6.0% | $9,309-31.1% | $5,306+20.9% |