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 | $131,218 | $118,849+10.4% | $96,562+35.9% | $167,490-21.7% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 0.83% | 50.49%-49.7pp | 37.78%-37.0pp | 478.56%-477.7pp |
| Employer contribution / active EE | $1,513 | $3,120-51.5% | $2,356-35.8% | $4,837-68.7% |
| Participant deferral / active EE | $2,930 | $4,616-36.5% | $3,849-23.9% | $6,341-53.8% |
| Admin fee / account holder | $1,227 | $8,065-84.8% | $6,181-80.1% | $12,309-90.0% |