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 | $60,167 | $202,432-70.3% | $169,368-64.5% | $139,434-56.8% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 7.47% | 531.74%-524.3pp | 405.60%-398.1pp | 372.94%-365.5pp |
| Employer contribution / active EE | $1,054 | $4,692-77.5% | $4,013-73.7% | $4,751-77.8% |
| Participant deferral / active EE | $2,470 | $6,938-64.4% | $6,221-60.3% | $6,710-63.2% |
| Admin fee / account holder | $1,312 | $10,708-87.7% | $9,003-85.4% | $11,403-88.5% |