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 | $85,988 | $89,753-4.2% | $107,525-20.0% | $84,808+1.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 12.80% | 29.48%-16.7pp | 181.32%-168.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $7,121 | $3,113+128.7% | $3,754+89.7% | $2,631+170.7% |
| Participant deferral / active EE | $7,611 | $4,056+87.6% | $5,116+48.8% | $4,212+80.7% |
| Admin fee / account holder | $4,706 | $7,222-34.8% | $8,919-47.2% | $7,344-35.9% |