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 | $140,309 | $179,726-21.9% | $156,263-10.2% | $142,382-1.5% |
| Participation rate | 81.0% | 82.1%-1.1pp | 78.9%+2.0pp | 80.1%+0.8pp |
| Annual return | 9.80% | 77.86%-68.1pp | 59.47%-49.7pp | 217.08%-207.3pp |
| Employer contribution / active EE | $2,477 | $5,069-51.1% | $4,333-42.8% | $4,299-42.4% |
| Participant deferral / active EE | $4,142 | $6,956-40.5% | $6,158-32.7% | $6,507-36.3% |
| Admin fee / account holder | $6,812 | $17,272-60.6% | $14,255-52.2% | $12,624-46.0% |