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 | $81,800 | $98,750-17.2% | $149,696-45.4% | $79,858+2.4% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.5%+11.3pp | 69.6%+24.1pp |
| Annual return | 3.99% | 27.43%-23.4pp | 276.60%-272.6pp | 31.71%-27.7pp |
| Employer contribution / active EE | $2,792 | $3,216-13.2% | $4,644-39.9% | $2,471+13.0% |
| Participant deferral / active EE | $5,201 | $5,680-8.4% | $6,842-24.0% | $3,740+39.1% |
| Admin fee / account holder | $5,001 | $6,053-17.4% | $9,309-46.3% | $5,306-5.8% |