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 | $58,194 | $81,460-28.6% | $103,333-43.7% | $80,856-28.0% |
| Participation rate | 73.2% | 66.8%+6.3pp | 74.5%-1.3pp | 67.6%+5.5pp |
| Annual return | 10.17% | 25.55%-15.4pp | 24.88%-14.7pp | 35.59%-25.4pp |
| Employer contribution / active EE | $2,652 | $3,105-14.6% | $3,868-31.4% | $2,755-3.7% |
| Participant deferral / active EE | $6,253 | $3,869+61.6% | $5,057+23.6% | $4,296+45.6% |
| Admin fee / account holder | $4,953 | $6,566-24.6% | $8,355-40.7% | $6,918-28.4% |