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 | $35,316 | $176,056-79.9% | $159,436-77.8% | $167,490-78.9% |
| Participation rate | 93.8% | 84.9%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 6.10% | 331.75%-325.7pp | 263.57%-257.5pp | 478.56%-472.5pp |
| Employer contribution / active EE | $2,584 | $5,297-51.2% | $4,829-46.5% | $4,837-46.6% |
| Participant deferral / active EE | $5,077 | $7,750-34.5% | $7,352-30.9% | $6,341-19.9% |
| Admin fee / account holder | $2,520 | $12,554-79.9% | $10,799-76.7% | $12,309-79.5% |