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 8-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 | $120,677 | $80,673+49.6% | $101,326+19.1% | $84,808+42.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 14.12% | 38.95%-24.8pp | 36.82%-22.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $4,640 | $2,698+72.0% | $3,665+26.6% | $2,631+76.4% |
| Participant deferral / active EE | $3,489 | $6,840-49.0% | $7,994-56.4% | $4,212-17.2% |
| Admin fee / account holder | $13,789 | $12,784+7.9% | $11,185+23.3% | $7,344+87.8% |