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 | $100,838 | $114,381-11.8% | $107,525-6.2% | $142,382-29.2% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 2.99% | 242.71%-239.7pp | 181.32%-178.3pp | 217.08%-214.1pp |
| Employer contribution / active EE | $1,635 | $4,015-59.3% | $3,754-56.4% | $4,299-62.0% |
| Participant deferral / active EE | $4,916 | $5,564-11.6% | $5,116-3.9% | $6,507-24.5% |
| Admin fee / account holder | $2,778 | $9,860-71.8% | $8,919-68.9% | $12,624-78.0% |