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 9-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 | $121,538 | $165,984-26.8% | $164,813-26.3% | $145,922-16.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.26% | 100.03%-93.8pp | 69.93%-63.7pp | 561.29%-555.0pp |
| Employer contribution / active EE | $10,714 | $5,273+103.2% | $4,341+146.8% | $4,660+129.9% |
| Participant deferral / active EE | $14,066 | $6,959+102.1% | $6,031+133.2% | $6,688+110.3% |
| Admin fee / account holder | $5,249 | $16,648-68.5% | $12,690-58.6% | $13,397-60.8% |