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 | $65,835 | $81,248-19.0% | $155,509-57.7% | $80,856-18.6% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 9.66% | 33.31%-23.7pp | 64.67%-55.0pp | 35.59%-25.9pp |
| Employer contribution / active EE | $4,020 | $3,100+29.7% | $4,672-14.0% | $2,755+45.9% |
| Participant deferral / active EE | $4,234 | $3,452+22.7% | $5,626-24.7% | $4,296-1.4% |
| Admin fee / account holder | $1,300 | $7,997-83.7% | $15,912-91.8% | $6,918-81.2% |