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 7-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 | $60,122 | $169,032-64.4% | $129,207-53.5% | $145,922-58.8% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 6.07% | 14330.11%-14324.0pp | 9417.33%-9411.3pp | 561.29%-555.2pp |
| Employer contribution / active EE | $4,987 | $5,537-9.9% | $4,153+20.1% | $4,660+7.0% |
| Participant deferral / active EE | $8,010 | $4,987+60.6% | $4,168+92.2% | $6,688+19.8% |
| Admin fee / account holder | $9,415 | $9,954-5.4% | $7,715+22.0% | $13,397-29.7% |