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 | $38,018 | $159,602-76.2% | $150,045-74.7% | $142,382-73.3% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.3%-5.4pp | 80.1%-3.2pp |
| Annual return | 6.73% | 70.24%-63.5pp | 62.55%-55.8pp | 217.08%-210.3pp |
| Employer contribution / active EE | $2,534 | $4,961-48.9% | $4,693-46.0% | $4,299-41.1% |
| Participant deferral / active EE | $3,891 | $8,310-53.2% | $7,997-51.3% | $6,507-40.2% |
| Admin fee / account holder | $6,614 | $14,846-55.4% | $13,435-50.8% | $12,624-47.6% |