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 | $37,989 | $148,534-74.4% | $135,903-72.0% | $139,434-72.8% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 8.81% | 79.19%-70.4pp | 68.23%-59.4pp | 372.94%-364.1pp |
| Employer contribution / active EE | $2,517 | $5,243-52.0% | $4,856-48.2% | $4,751-47.0% |
| Participant deferral / active EE | $4,476 | $8,100-44.7% | $7,758-42.3% | $6,710-33.3% |
| Admin fee / account holder | $456 | $12,400-96.3% | $10,762-95.8% | $11,403-96.0% |