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 | $97,134 | $114,381-15.1% | $107,525-9.7% | $142,382-31.8% |
| Participation rate | 73.3% | 78.1%-4.8pp | 75.1%-1.7pp | 80.1%-6.8pp |
| Annual return | 10.36% | 242.71%-232.3pp | 181.32%-171.0pp | 217.08%-206.7pp |
| Employer contribution / active EE | $6,608 | $4,015+64.6% | $3,754+76.1% | $4,299+53.7% |
| Participant deferral / active EE | $7,820 | $5,564+40.5% | $5,116+52.9% | $6,507+20.2% |
| Admin fee / account holder | $1,302 | $9,860-86.8% | $8,919-85.4% | $12,624-89.7% |