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 | $92,955 | $148,534-37.4% | $135,903-31.6% | $139,434-33.3% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 10.19% | 79.19%-69.0pp | 68.23%-58.0pp | 372.94%-362.7pp |
| Employer contribution / active EE | $2,311 | $5,243-55.9% | $4,856-52.4% | $4,751-51.4% |
| Participant deferral / active EE | $5,050 | $8,100-37.7% | $7,758-34.9% | $6,710-24.7% |
| Admin fee / account holder | $12,942 | $12,400+4.4% | $10,762+20.3% | $11,403+13.5% |