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 | $66,889 | $198,466-66.3% | $170,442-60.8% | $147,584-54.7% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 4.92% | 257.29%-252.4pp | 205.93%-201.0pp | 578.55%-573.6pp |
| Employer contribution / active EE | $1,972 | $6,184-68.1% | $5,433-63.7% | $4,876-59.6% |
| Participant deferral / active EE | $5,513 | $5,629-2.1% | $4,939+11.6% | $5,439+1.4% |
| Admin fee / account holder | $741 | $16,852-95.6% | $13,880-94.7% | $10,885-93.2% |