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 | $125,838 | $165,335-23.9% | $149,696-15.9% | $158,922-20.8% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 7.29% | 348.15%-340.9pp | 276.60%-269.3pp | 302.83%-295.5pp |
| Employer contribution / active EE | $3,029 | $5,103-40.6% | $4,644-34.8% | $4,761-36.4% |
| Participant deferral / active EE | $5,382 | $7,181-25.1% | $6,842-21.3% | $5,982-10.0% |
| Admin fee / account holder | $396 | $10,807-96.3% | $9,309-95.7% | $11,246-96.5% |