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 | $143,506 | $165,335-13.2% | $149,696-4.1% | $158,922-9.7% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 4.92% | 348.15%-343.2pp | 276.60%-271.7pp | 302.83%-297.9pp |
| Employer contribution / active EE | $1,948 | $5,103-61.8% | $4,644-58.1% | $4,761-59.1% |
| Participant deferral / active EE | $11,472 | $7,181+59.8% | $6,842+67.7% | $5,982+91.8% |
| Admin fee / account holder | $10,827 | $10,807+0.2% | $9,309+16.3% | $11,246-3.7% |