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 | $124,896 | $217,402-42.6% | $185,823-32.8% | $167,490-25.4% |
| Participation rate | 81.8% | 86.0%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 4.61% | 148.36%-143.7pp | 122.05%-117.4pp | 478.56%-473.9pp |
| Employer contribution / active EE | $2,378 | $5,873-59.5% | $5,167-54.0% | $4,837-50.8% |
| Participant deferral / active EE | $5,016 | $6,356-21.1% | $5,568-9.9% | $6,341-20.9% |
| Admin fee / account holder | $15,860 | $19,811-19.9% | $16,237-2.3% | $12,309+28.8% |