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 | $78,148 | $209,411-62.7% | $178,490-56.2% | $158,922-50.8% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 4.99% | 188.75%-183.8pp | 151.07%-146.1pp | 302.83%-297.8pp |
| Employer contribution / active EE | $3,070 | $5,706-46.2% | $5,011-38.7% | $4,761-35.5% |
| Participant deferral / active EE | $5,226 | $5,954-12.2% | $5,202+0.5% | $5,982-12.6% |
| Admin fee / account holder | $6,132 | $17,074-64.1% | $13,984-56.1% | $11,246-45.5% |