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 | $107,700 | $226,064-52.4% | $182,532-41.0% | $152,861-29.5% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.0%-6.5pp | 82.4%-11.0pp |
| Annual return | 3.02% | 192.51%-189.5pp | 148.54%-145.5pp | 345.32%-342.3pp |
| Employer contribution / active EE | $4,083 | $4,978-18.0% | $4,076+0.2% | $4,762-14.3% |
| Participant deferral / active EE | $5,909 | $6,368-7.2% | $5,524+7.0% | $5,850+1.0% |
| Admin fee / account holder | $816 | $10,703-92.4% | $8,592-90.5% | $11,596-93.0% |