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 5-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 | $20,331 | $159,602-87.3% | $150,045-86.5% | $142,382-85.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 3.76% | 70.24%-66.5pp | 62.55%-58.8pp | 217.08%-213.3pp |
| Employer contribution / active EE | $1,720 | $4,961-65.3% | $4,693-63.3% | $4,299-60.0% |
| Participant deferral / active EE | $4,920 | $8,310-40.8% | $7,997-38.5% | $6,507-24.4% |
| Admin fee / account holder | $623 | $14,846-95.8% | $13,435-95.4% | $12,624-95.1% |