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 6-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 | $99,617 | $86,286+15.4% | $111,297-10.5% | $85,850+16.0% |
| Participation rate | 80.4% | 73.3%+7.1pp | 77.3%+3.1pp | 69.3%+11.1pp |
| Annual return | 10.67% | 19.99%-9.3pp | 54.65%-44.0pp | 318.53%-307.9pp |
| Employer contribution / active EE | $1,655 | $2,043-19.0% | $2,731-39.4% | $2,565-35.5% |
| Participant deferral / active EE | $5,476 | $3,641+50.4% | $4,487+22.0% | $3,952+38.6% |
| Admin fee / account holder | $12,451 | $8,188+52.1% | $7,964+56.3% | $6,260+98.9% |