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 | $119,539 | $165,335-27.7% | $149,696-20.1% | $158,922-24.8% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 7.30% | 348.15%-340.8pp | 276.60%-269.3pp | 302.83%-295.5pp |
| Employer contribution / active EE | $4,006 | $5,103-21.5% | $4,644-13.8% | $4,761-15.9% |
| Participant deferral / active EE | $7,880 | $7,181+9.7% | $6,842+15.2% | $5,982+31.7% |
| Admin fee / account holder | $2,823 | $10,807-73.9% | $9,309-69.7% | $11,246-74.9% |