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 4-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 | $45,596 | $159,602-71.4% | $150,045-69.6% | $142,382-68.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 4.68% | 70.24%-65.6pp | 62.55%-57.9pp | 217.08%-212.4pp |
| Employer contribution / active EE | $7,864 | $4,961+58.5% | $4,693+67.6% | $4,299+82.9% |
| Participant deferral / active EE | $5,103 | $8,310-38.6% | $7,997-36.2% | $6,507-21.6% |
| Admin fee / account holder | $1,555 | $14,846-89.5% | $13,435-88.4% | $12,624-87.7% |