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 6-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 | $121,166 | $117,983+2.7% | $101,794+19.0% | $142,382-14.9% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 9.59% | 36.92%-27.3pp | 30.53%-20.9pp | 217.08%-207.5pp |
| Employer contribution / active EE | $4,591 | $2,773+65.6% | $2,289+100.6% | $4,299+6.8% |
| Participant deferral / active EE | $12,180 | $4,714+158.4% | $4,084+198.2% | $6,507+87.2% |
| Admin fee / account holder | $324 | $10,433-96.9% | $8,777-96.3% | $12,624-97.4% |