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 | $80,816 | $209,411-61.4% | $178,490-54.7% | $158,922-49.1% |
| Participation rate | 78.3% | 86.3%-8.1pp | 81.9%-3.7pp | 82.0%-3.7pp |
| Annual return | 6.07% | 188.75%-182.7pp | 151.07%-145.0pp | 302.83%-296.8pp |
| Employer contribution / active EE | $2,566 | $5,706-55.0% | $5,011-48.8% | $4,761-46.1% |
| Participant deferral / active EE | $4,879 | $5,954-18.1% | $5,202-6.2% | $5,982-18.4% |
| Admin fee / account holder | $613 | $17,074-96.4% | $13,984-95.6% | $11,246-94.5% |