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 | $74,428 | $157,256-52.7% | $141,162-47.3% | $152,861-51.3% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.4%+12.6pp |
| Annual return | 14.15% | 64.32%-50.2pp | 71.39%-57.2pp | 345.32%-331.2pp |
| Employer contribution / active EE | $5,770 | $5,261+9.7% | $4,735+21.9% | $4,762+21.2% |
| Participant deferral / active EE | $5,242 | $7,109-26.3% | $6,709-21.9% | $5,850-10.4% |
| Admin fee / account holder | $4,130 | $12,120-65.9% | $10,261-59.8% | $11,596-64.4% |