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 | $153,678 | $114,381+34.4% | $107,525+42.9% | $142,382+7.9% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 0.61% | 242.71%-242.1pp | 181.32%-180.7pp | 217.08%-216.5pp |
| Employer contribution / active EE | $2,403 | $4,015-40.1% | $3,754-36.0% | $4,299-44.1% |
| Participant deferral / active EE | $4,661 | $5,564-16.2% | $5,116-8.9% | $6,507-28.4% |
| Admin fee / account holder | $4,406 | $9,860-55.3% | $8,919-50.6% | $12,624-65.1% |