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 | $95,546 | $185,822-48.6% | $169,993-43.8% | $139,434-31.5% |
| Participation rate | 93.3% | 87.8%+5.6pp | 87.0%+6.3pp | 80.3%+13.0pp |
| Annual return | 0.19% | 60.50%-60.3pp | 53.37%-53.2pp | 372.94%-372.8pp |
| Employer contribution / active EE | $3,333 | $7,590-56.1% | $6,785-50.9% | $4,751-29.8% |
| Participant deferral / active EE | $5,108 | $11,622-56.0% | $10,408-50.9% | $6,710-23.9% |
| Admin fee / account holder | $11,382 | $15,381-26.0% | $12,815-11.2% | $11,403-0.2% |