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 10-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 | $134,355 | $159,901-16.0% | $146,958-8.6% | $145,922-7.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.05% | 98.13%-91.1pp | 418.34%-411.3pp | 561.29%-554.2pp |
| Employer contribution / active EE | $5,088 | $5,286-3.7% | $4,933+3.1% | $4,660+9.2% |
| Participant deferral / active EE | $5,913 | $8,428-29.8% | $8,070-26.7% | $6,688-11.6% |
| Admin fee / account holder | $12,526 | $15,044-16.7% | $12,998-3.6% | $13,397-6.5% |