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 | $107,649 | $177,572-39.4% | $154,803-30.5% | $142,382-24.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 2.42% | 65.07%-62.7pp | 58.88%-56.5pp | 217.08%-214.7pp |
| Employer contribution / active EE | $17,457 | $4,810+262.9% | $4,305+305.5% | $4,299+306.1% |
| Participant deferral / active EE | $2,749 | $6,272-56.2% | $5,540-50.4% | $6,507-57.8% |
| Admin fee / account holder | $3,714 | $16,786-77.9% | $14,329-74.1% | $12,624-70.6% |