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 4-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 | $133,238 | $81,460+63.6% | $103,333+28.9% | $80,856+64.8% |
| Participation rate | 73.1% | 66.8%+6.2pp | 74.5%-1.4pp | 67.6%+5.4pp |
| Annual return | 10.42% | 25.55%-15.1pp | 24.88%-14.5pp | 35.59%-25.2pp |
| Employer contribution / active EE | $3,612 | $3,105+16.3% | $3,868-6.6% | $2,755+31.1% |
| Participant deferral / active EE | $6,938 | $3,869+79.3% | $5,057+37.2% | $4,296+61.5% |
| Admin fee / account holder | $23,900 | $6,566+264.0% | $8,355+186.1% | $6,918+245.5% |