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 | $127,880 | $127,065+0.6% | $113,168+13.0% | $142,382-10.2% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 7.48% | 24.03%-16.6pp | 24.27%-16.8pp | 217.08%-209.6pp |
| Employer contribution / active EE | $2,663 | $3,442-22.6% | $2,975-10.5% | $4,299-38.1% |
| Participant deferral / active EE | $3,755 | $5,716-34.3% | $5,107-26.5% | $6,507-42.3% |
| Admin fee / account holder | $680 | $15,736-95.7% | $12,068-94.4% | $12,624-94.6% |