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 | $84,746 | $133,922-36.7% | $116,228-27.1% | $142,382-40.5% |
| Participation rate | 77.3% | 77.9%-0.6pp | 74.6%+2.7pp | 80.1%-2.8pp |
| Annual return | 5.22% | 147.76%-142.5pp | 90.06%-84.8pp | 217.08%-211.9pp |
| Employer contribution / active EE | $1,606 | $3,446-53.4% | $2,994-46.4% | $4,299-62.6% |
| Participant deferral / active EE | $3,789 | $5,672-33.2% | $4,953-23.5% | $6,507-41.8% |
| Admin fee / account holder | $2,309 | $14,945-84.5% | $11,989-80.7% | $12,624-81.7% |