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 | $93,550 | $159,602-41.4% | $150,045-37.7% | $142,382-34.3% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 10.12% | 70.24%-60.1pp | 62.55%-52.4pp | 217.08%-207.0pp |
| Employer contribution / active EE | $2,280 | $4,961-54.0% | $4,693-51.4% | $4,299-47.0% |
| Participant deferral / active EE | $3,668 | $8,310-55.9% | $7,997-54.1% | $6,507-43.6% |
| Admin fee / account holder | $3,349 | $14,846-77.4% | $13,435-75.1% | $12,624-73.5% |