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 | $55,226 | $152,587-63.8% | $125,175-55.9% | $152,861-63.9% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 3.63% | 54.84%-51.2pp | 43.79%-40.2pp | 345.32%-341.7pp |
| Employer contribution / active EE | $3,330 | $4,946-32.7% | $3,865-13.8% | $4,762-30.1% |
| Participant deferral / active EE | $2,592 | $5,868-55.8% | $4,937-47.5% | $5,850-55.7% |
| Admin fee / account holder | $617 | $13,434-95.4% | $9,702-93.6% | $11,596-94.7% |