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 | $59,015 | $91,552-35.5% | $133,956-55.9% | $79,858-26.1% |
| Participation rate | 73.9% | 73.3%+0.6pp | 79.8%-5.9pp | 69.6%+4.3pp |
| Annual return | 4.96% | 61.85%-56.9pp | 45.09%-40.1pp | 31.71%-26.8pp |
| Employer contribution / active EE | $2,383 | $2,3840% | $3,919-39.2% | $2,471-3.6% |
| Participant deferral / active EE | $4,703 | $3,733+26.0% | $5,048-6.8% | $3,740+25.7% |
| Admin fee / account holder | $10,865 | $6,321+71.9% | $8,927+21.7% | $5,306+104.8% |