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 | $103,968 | $176,056-40.9% | $159,436-34.8% | $167,490-37.9% |
| Participation rate | 81.0% | 84.9%-4.0pp | 82.8%-1.9pp | 82.1%-1.2pp |
| Annual return | 8.18% | 331.75%-323.6pp | 263.57%-255.4pp | 478.56%-470.4pp |
| Employer contribution / active EE | $2,731 | $5,297-48.4% | $4,829-43.4% | $4,837-43.5% |
| Participant deferral / active EE | $3,872 | $7,750-50.0% | $7,352-47.3% | $6,341-38.9% |
| Admin fee / account holder | $2,569 | $12,554-79.5% | $10,799-76.2% | $12,309-79.1% |