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 | $104,632 | $64,324+62.7% | $118,925-12.0% | $79,858+31.0% |
| Participation rate | 83.0% | 64.9%+18.2pp | 75.4%+7.6pp | 69.6%+13.4pp |
| Annual return | 7.37% | 86.45%-79.1pp | 35.88%-28.5pp | 31.71%-24.3pp |
| Employer contribution / active EE | $1,079 | $1,836-41.3% | $3,263-66.9% | $2,471-56.3% |
| Participant deferral / active EE | $3,632 | $2,824+28.6% | $4,265-14.8% | $3,740-2.9% |
| Admin fee / account holder | $826 | $4,040-79.6% | $6,581-87.4% | $5,306-84.4% |