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 5-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 | $85,374 | $110,261-22.6% | $95,745-10.8% | $139,434-38.8% |
| Participation rate | 75.0% | 75.8%-0.8pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 2.71% | 27.11%-24.4pp | 28.35%-25.6pp | 372.94%-370.2pp |
| Employer contribution / active EE | $2,961 | $3,257-9.1% | $2,835+4.5% | $4,751-37.7% |
| Participant deferral / active EE | $17,422 | $4,676+272.6% | $4,245+310.5% | $6,710+159.6% |
| Admin fee / account holder | $3,773 | $6,613-43.0% | $5,678-33.6% | $11,403-66.9% |