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 | $104,317 | $157,256-33.7% | $141,162-26.1% | $152,861-31.8% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 5.64% | 64.32%-58.7pp | 71.39%-65.8pp | 345.32%-339.7pp |
| Employer contribution / active EE | $2,476 | $5,261-52.9% | $4,735-47.7% | $4,762-48.0% |
| Participant deferral / active EE | $6,265 | $7,109-11.9% | $6,709-6.6% | $5,850+7.1% |
| Admin fee / account holder | $26,007 | $12,120+114.6% | $10,261+153.5% | $11,596+124.3% |