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 | $85,762 | $115,770-25.9% | $101,248-15.3% | $158,922-46.0% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 6.52% | 56.14%-49.6pp | 46.47%-40.0pp | 302.83%-296.3pp |
| Employer contribution / active EE | $2,749 | $4,175-34.2% | $3,660-24.9% | $4,761-42.3% |
| Participant deferral / active EE | $6,175 | $4,957+24.6% | $4,370+41.3% | $5,982+3.2% |
| Admin fee / account holder | $684 | $7,245-90.6% | $5,945-88.5% | $11,246-93.9% |