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 | $109,701 | $157,256-30.2% | $141,162-22.3% | $152,861-28.2% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 13.54% | 64.32%-50.8pp | 71.39%-57.8pp | 345.32%-331.8pp |
| Employer contribution / active EE | $2,959 | $5,261-43.8% | $4,735-37.5% | $4,762-37.9% |
| Participant deferral / active EE | $5,137 | $7,109-27.7% | $6,709-23.4% | $5,850-12.2% |
| Admin fee / account holder | $9,430 | $12,120-22.2% | $10,261-8.1% | $11,596-18.7% |