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 | $130,343 | $175,202-25.6% | $149,673-12.9% | $139,434-6.5% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 8.98% | 166.71%-157.7pp | 134.42%-125.4pp | 372.94%-364.0pp |
| Employer contribution / active EE | $2,594 | $5,474-52.6% | $4,818-46.2% | $4,751-45.4% |
| Participant deferral / active EE | $11,212 | $6,519+72.0% | $5,680+97.4% | $6,710+67.1% |
| Admin fee / account holder | $5,954 | $16,150-63.1% | $13,210-54.9% | $11,403-47.8% |