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 | $116,376 | $175,202-33.6% | $149,673-22.2% | $139,434-16.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.28% | 166.71%-157.4pp | 134.42%-125.1pp | 372.94%-363.7pp |
| Employer contribution / active EE | $4,289 | $5,474-21.7% | $4,818-11.0% | $4,751-9.7% |
| Participant deferral / active EE | $13,790 | $6,519+111.5% | $5,680+142.8% | $6,710+105.5% |
| Admin fee / account holder | $1,530 | $16,150-90.5% | $13,210-88.4% | $11,403-86.6% |