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 | $88,591 | $49,922+77.5% | $80,569+10.0% | $75,163+17.9% |
| Participation rate | 78.0% | 55.3%+22.7pp | 67.0%+11.1pp | 67.2%+10.9pp |
| Annual return | 11.01% | 34.69%-23.7pp | 935.43%-924.4pp | 160.62%-149.6pp |
| Employer contribution / active EE | $2,226 | $1,698+31.1% | $2,723-18.3% | $2,670-16.6% |
| Participant deferral / active EE | $5,651 | $2,990+89.0% | $4,447+27.1% | $4,125+37.0% |
| Admin fee / account holder | $5,205 | $3,577+45.5% | $5,377-3.2% | $5,651-7.9% |