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 7-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 | $97,646 | $114,381-14.6% | $107,525-9.2% | $142,382-31.4% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 9.69% | 242.71%-233.0pp | 181.32%-171.6pp | 217.08%-207.4pp |
| Employer contribution / active EE | $4,234 | $4,015+5.5% | $3,754+12.8% | $4,299-1.5% |
| Participant deferral / active EE | $11,128 | $5,564+100.0% | $5,116+117.5% | $6,507+71.0% |
| Admin fee / account holder | $13,024 | $9,860+32.1% | $8,919+46.0% | $12,624+3.2% |