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 | $165,475 | $152,587+8.4% | $125,175+32.2% | $152,861+8.3% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 3.22% | 54.84%-51.6pp | 43.79%-40.6pp | 345.32%-342.1pp |
| Employer contribution / active EE | $3,641 | $4,946-26.4% | $3,865-5.8% | $4,762-23.5% |
| Participant deferral / active EE | $5,137 | $5,868-12.5% | $4,937+4.1% | $5,850-12.2% |
| Admin fee / account holder | $3,059 | $13,434-77.2% | $9,702-68.5% | $11,596-73.6% |