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 | $224,239 | $177,572+26.3% | $154,803+44.9% | $142,382+57.5% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 4.52% | 65.07%-60.5pp | 58.88%-54.4pp | 217.08%-212.6pp |
| Employer contribution / active EE | $4,534 | $4,810-5.8% | $4,305+5.3% | $4,299+5.5% |
| Participant deferral / active EE | $6,293 | $6,272+0.3% | $5,540+13.6% | $6,507-3.3% |
| Admin fee / account holder | $1,236 | $16,786-92.6% | $14,329-91.4% | $12,624-90.2% |