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 | $46,600 | $163,101-71.4% | $136,749-65.9% | $142,382-67.3% |
| Participation rate | 91.7% | 78.2%+13.4pp | 72.1%+19.5pp | 80.1%+11.5pp |
| Annual return | 6.06% | 27.54%-21.5pp | 24.33%-18.3pp | 217.08%-211.0pp |
| Employer contribution / active EE | $5,483 | $4,117+33.2% | $3,400+61.3% | $4,299+27.5% |
| Participant deferral / active EE | $5,483 | $5,585-1.8% | $4,692+16.9% | $6,507-15.7% |
| Admin fee / account holder | $4,001 | $14,318-72.1% | $11,386-64.9% | $12,624-68.3% |