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 8-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 | $44,947 | $159,602-71.8% | $150,045-70.0% | $142,382-68.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 9.10% | 70.24%-61.1pp | 62.55%-53.4pp | 217.08%-208.0pp |
| Employer contribution / active EE | $3,193 | $4,961-35.6% | $4,693-32.0% | $4,299-25.7% |
| Participant deferral / active EE | $6,759 | $8,310-18.7% | $7,997-15.5% | $6,507+3.9% |
| Admin fee / account holder | $1,680 | $14,846-88.7% | $13,435-87.5% | $12,624-86.7% |