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 | $43,597 | $81,208-46.3% | $98,907-55.9% | $79,858-45.4% |
| Participation rate | 74.0% | 72.5%+1.5pp | 76.0%-2.0pp | 69.6%+4.4pp |
| Annual return | 6.48% | 60.99%-54.5pp | 196.43%-190.0pp | 31.71%-25.2pp |
| Employer contribution / active EE | $1,652 | $1,960-15.7% | $2,689-38.6% | $2,471-33.2% |
| Participant deferral / active EE | $1,954 | $3,265-40.2% | $4,244-54.0% | $3,740-47.8% |
| Admin fee / account holder | $5,004 | $6,013-16.8% | $6,642-24.7% | $5,306-5.7% |