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 5-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 | $182,643 | $201,272-9.3% | $184,203-0.8% | $145,922+25.2% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 8.97% | 29.00%-20.0pp | 28.81%-19.8pp | 561.29%-552.3pp |
| Employer contribution / active EE | $4,631 | $7,022-34.1% | $6,427-27.9% | $4,660-0.6% |
| Participant deferral / active EE | $11,360 | $9,806+15.8% | $9,131+24.4% | $6,688+69.9% |
| Admin fee / account holder | $574 | $16,364-96.5% | $13,901-95.9% | $13,397-95.7% |