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 9-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 | $125,768 | $124,281+1.2% | $109,143+15.2% | $167,490-24.9% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.9%+5.9pp | 82.1%-0.3pp |
| Annual return | 4.05% | 26.04%-22.0pp | 25.75%-21.7pp | 478.56%-474.5pp |
| Employer contribution / active EE | $5,018 | $4,207+19.3% | $3,722+34.8% | $4,837+3.7% |
| Participant deferral / active EE | $10,059 | $5,255+91.4% | $4,653+116.2% | $6,341+58.6% |
| Admin fee / account holder | $6,129 | $7,970-23.1% | $6,752-9.2% | $12,309-50.2% |