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 8-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 | $52,390 | $86,286-39.3% | $111,297-52.9% | $85,850-39.0% |
| Participation rate | 97.1% | 73.3%+23.7pp | 77.3%+19.7pp | 69.3%+27.7pp |
| Annual return | 10.26% | 19.99%-9.7pp | 54.65%-44.4pp | 318.53%-308.3pp |
| Employer contribution / active EE | $4,594 | $2,043+124.8% | $2,731+68.2% | $2,565+79.1% |
| Participant deferral / active EE | $3,201 | $3,641-12.1% | $4,487-28.7% | $3,952-19.0% |
| Admin fee / account holder | $2,859 | $8,188-65.1% | $7,964-64.1% | $6,260-54.3% |