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 | $84,578 | $55,706+51.8% | $75,886+11.5% | $72,985+15.9% |
| Participation rate | 92.9% | 61.1%+31.7pp | 69.3%+23.6pp | 69.5%+23.4pp |
| Annual return | 16.61% | 27.59%-11.0pp | 30.76%-14.1pp | 81.00%-64.4pp |
| Employer contribution / active EE | $3,567 | $1,687+111.5% | $2,500+42.7% | $2,440+46.2% |
| Participant deferral / active EE | $5,397 | $2,634+104.9% | $3,603+49.8% | $3,607+49.6% |
| Admin fee / account holder | $1,346 | $3,978-66.2% | $5,418-75.2% | $5,124-73.7% |