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 | $22,497 | $176,056-87.2% | $159,436-85.9% | $167,490-86.6% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 8.05% | 331.75%-323.7pp | 263.57%-255.5pp | 478.56%-470.5pp |
| Employer contribution / active EE | $1,589 | $5,297-70.0% | $4,829-67.1% | $4,837-67.1% |
| Participant deferral / active EE | $2,638 | $7,750-66.0% | $7,352-64.1% | $6,341-58.4% |
| Admin fee / account holder | $4,926 | $12,554-60.8% | $10,799-54.4% | $12,309-60.0% |