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 | $133,714 | $54,705+144.4% | $71,209+87.8% | $84,808+57.7% |
| Participation rate | 86.7% | 64.1%+22.6pp | 73.8%+12.9pp | 68.3%+18.4pp |
| Annual return | 12.62% | 35.90%-23.3pp | 282.51%-269.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $3,502 | $2,158+62.3% | $2,721+28.7% | $2,631+33.1% |
| Participant deferral / active EE | $7,681 | $3,030+153.5% | $4,175+84.0% | $4,212+82.4% |
| Admin fee / account holder | $8,237 | $4,863+69.4% | $5,349+54.0% | $7,344+12.2% |