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 | $145,250 | $162,781-10.8% | $133,956+8.4% | $158,922-8.6% |
| Participation rate | 72.7% | 83.2%-10.5pp | 79.8%-7.1pp | 82.0%-9.2pp |
| Annual return | 4.42% | 41.94%-37.5pp | 45.09%-40.7pp | 302.83%-298.4pp |
| Employer contribution / active EE | $2,933 | $4,975-41.0% | $3,919-25.1% | $4,761-38.4% |
| Participant deferral / active EE | $3,671 | $5,911-37.9% | $5,048-27.3% | $5,982-38.6% |
| Admin fee / account holder | $1,792 | $11,736-84.7% | $8,927-79.9% | $11,246-84.1% |