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 | $59,918 | $165,335-63.8% | $149,696-60.0% | $158,922-62.3% |
| Participation rate | 87.0% | 84.6%+2.4pp | 82.5%+4.5pp | 82.0%+5.0pp |
| Annual return | 1.25% | 348.15%-346.9pp | 276.60%-275.4pp | 302.83%-301.6pp |
| Employer contribution / active EE | $2,004 | $5,103-60.7% | $4,644-56.9% | $4,761-57.9% |
| Participant deferral / active EE | $3,136 | $7,181-56.3% | $6,842-54.2% | $5,982-47.6% |
| Admin fee / account holder | $1,087 | $10,807-89.9% | $9,309-88.3% | $11,246-90.3% |