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 7-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 | $56,200 | $105,126-46.5% | $94,646-40.6% | $139,434-59.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 6.77% | 38.03%-31.3pp | 156.71%-149.9pp | 372.94%-366.2pp |
| Employer contribution / active EE | $4,254 | $4,106+3.6% | $3,672+15.8% | $4,751-10.5% |
| Participant deferral / active EE | $12,062 | $7,599+58.7% | $7,418+62.6% | $6,710+79.8% |
| Admin fee / account holder | $4,885 | $8,984-45.6% | $7,231-32.4% | $11,403-57.2% |