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 | $115,177 | $159,602-27.8% | $150,045-23.2% | $142,382-19.1% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 11.28% | 70.24%-59.0pp | 62.55%-51.3pp | 217.08%-205.8pp |
| Employer contribution / active EE | $4,444 | $4,961-10.4% | $4,693-5.3% | $4,299+3.4% |
| Participant deferral / active EE | $7,446 | $8,310-10.4% | $7,997-6.9% | $6,507+14.4% |
| Admin fee / account holder | $51,580 | $14,846+247.4% | $13,435+283.9% | $12,624+308.6% |