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 | $127,337 | $183,519-30.6% | $155,509-18.1% | $145,922-12.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 7.33% | 61.17%-53.8pp | 64.67%-57.3pp | 561.29%-554.0pp |
| Employer contribution / active EE | $3,293 | $5,313-38.0% | $4,672-29.5% | $4,660-29.3% |
| Participant deferral / active EE | $14,082 | $6,462+117.9% | $5,626+150.3% | $6,688+110.6% |
| Admin fee / account holder | $1,005 | $19,313-94.8% | $15,912-93.7% | $13,397-92.5% |