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 | $92,065 | $214,378-57.1% | $200,582-54.1% | $142,382-35.3% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 11.36% | 46.41%-35.0pp | 42.33%-31.0pp | 217.08%-205.7pp |
| Employer contribution / active EE | $4,085 | $6,841-40.3% | $6,419-36.4% | $4,299-5.0% |
| Participant deferral / active EE | $9,353 | $9,865-5.2% | $9,331+0.2% | $6,507+43.7% |
| Admin fee / account holder | $357 | $17,692-98.0% | $16,305-97.8% | $12,624-97.2% |