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 | $107,562 | $197,591-45.6% | $177,821-39.5% | $158,922-32.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 5.13% | 58.76%-53.6pp | 48.32%-43.2pp | 302.83%-297.7pp |
| Employer contribution / active EE | $4,146 | $6,697-38.1% | $5,918-30.0% | $4,761-12.9% |
| Participant deferral / active EE | $12,970 | $8,405+54.3% | $7,714+68.1% | $5,982+116.8% |
| Admin fee / account holder | $16,640 | $15,399+8.1% | $12,427+33.9% | $11,246+48.0% |