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 | $104,661 | $95,266+9.9% | $82,389+27.0% | $142,382-26.5% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | 6.33% | 25.74%-19.4pp | 28.67%-22.3pp | 217.08%-210.7pp |
| Employer contribution / active EE | $2,641 | $2,991-11.7% | $2,517+4.9% | $4,299-38.6% |
| Participant deferral / active EE | $8,712 | $4,809+81.2% | $4,155+109.7% | $6,507+33.9% |
| Admin fee / account holder | $469 | $8,563-94.5% | $7,231-93.5% | $12,624-96.3% |