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 | $124,933 | $176,056-29.0% | $159,436-21.6% | $167,490-25.4% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 9.55% | 331.75%-322.2pp | 263.57%-254.0pp | 478.56%-469.0pp |
| Employer contribution / active EE | $2,919 | $5,297-44.9% | $4,829-39.6% | $4,837-39.7% |
| Participant deferral / active EE | $8,694 | $7,750+12.2% | $7,352+18.3% | $6,341+37.1% |
| Admin fee / account holder | $8,122 | $12,554-35.3% | $10,799-24.8% | $12,309-34.0% |