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 | $138,452 | $109,413+26.5% | $156,263-11.4% | $84,808+63.3% |
| Participation rate | 93.1% | 72.7%+20.4pp | 78.9%+14.2pp | 68.3%+24.8pp |
| Annual return | 8.22% | 20.18%-12.0pp | 59.47%-51.2pp | 40.90%-32.7pp |
| Employer contribution / active EE | $4,760 | $2,907+63.8% | $4,333+9.9% | $2,631+80.9% |
| Participant deferral / active EE | $7,910 | $4,590+72.3% | $6,158+28.4% | $4,212+87.8% |
| Admin fee / account holder | $2,114 | $9,357-77.4% | $14,255-85.2% | $7,344-71.2% |