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 | $164,297 | $74,888+119.4% | $71,209+130.7% | $142,382+15.4% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 10.22% | 345.14%-334.9pp | 282.51%-272.3pp | 217.08%-206.9pp |
| Employer contribution / active EE | $1,192 | $2,854-58.2% | $2,721-56.2% | $4,299-72.3% |
| Participant deferral / active EE | $6,040 | $4,454+35.6% | $4,175+44.7% | $6,507-7.2% |
| Admin fee / account holder | $1,389 | $5,568-75.1% | $5,349-74.0% | $12,624-89.0% |