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 | $134,713 | $127,065+6.0% | $113,168+19.0% | $142,382-5.4% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 7.12% | 24.03%-16.9pp | 24.27%-17.1pp | 217.08%-210.0pp |
| Employer contribution / active EE | $1,888 | $3,442-45.1% | $2,975-36.5% | $4,299-56.1% |
| Participant deferral / active EE | $3,003 | $5,716-47.5% | $5,107-41.2% | $6,507-53.8% |
| Admin fee / account holder | $1,700 | $15,736-89.2% | $12,068-85.9% | $12,624-86.5% |