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 | $41,484 | $217,402-80.9% | $185,823-77.7% | $167,490-75.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.55% | 148.36%-144.8pp | 122.05%-118.5pp | 478.56%-475.0pp |
| Employer contribution / active EE | $1,706 | $5,873-70.9% | $5,167-67.0% | $4,837-64.7% |
| Participant deferral / active EE | $7,350 | $6,356+15.6% | $5,568+32.0% | $6,341+15.9% |
| Admin fee / account holder | $39,655 | $19,811+100.2% | $16,237+144.2% | $12,309+222.2% |