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 7-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 | $156,414 | $176,056-11.2% | $159,436-1.9% | $167,490-6.6% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 0.56% | 331.75%-331.2pp | 263.57%-263.0pp | 478.56%-478.0pp |
| Employer contribution / active EE | $3,403 | $5,297-35.8% | $4,829-29.5% | $4,837-29.7% |
| Participant deferral / active EE | $3,403 | $7,750-56.1% | $7,352-53.7% | $6,341-46.3% |
| Admin fee / account holder | $812 | $12,554-93.5% | $10,799-92.5% | $12,309-93.4% |