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 | $108,018 | $214,378-49.6% | $200,582-46.1% | $142,382-24.1% |
| Participation rate | 77.8% | 87.4%-9.7pp | 86.9%-9.1pp | 80.1%-2.3pp |
| Annual return | 11.32% | 46.41%-35.1pp | 42.33%-31.0pp | 217.08%-205.8pp |
| Employer contribution / active EE | $5,017 | $6,841-26.7% | $6,419-21.8% | $4,299+16.7% |
| Participant deferral / active EE | $9,334 | $9,865-5.4% | $9,3310% | $6,507+43.4% |
| Admin fee / account holder | $9,679 | $17,692-45.3% | $16,305-40.6% | $12,624-23.3% |