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 | $79,661 | $109,881-27.5% | $150,045-46.9% | $84,808-6.1% |
| Participation rate | 93.1% | 76.1%+17.0pp | 82.3%+10.8pp | 68.3%+24.8pp |
| Annual return | 12.08% | 28.25%-16.2pp | 62.55%-50.5pp | 40.90%-28.8pp |
| Employer contribution / active EE | $2,681 | $3,561-24.7% | $4,693-42.9% | $2,631+1.9% |
| Participant deferral / active EE | $7,595 | $6,636+14.5% | $7,997-5.0% | $4,212+80.3% |
| Admin fee / account holder | $10,803 | $8,568+26.1% | $13,435-19.6% | $7,344+47.1% |