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 | $82,192 | $202,432-59.4% | $169,368-51.5% | $139,434-41.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.47% | 531.74%-527.3pp | 405.60%-401.1pp | 372.94%-368.5pp |
| Employer contribution / active EE | $2,135 | $4,692-54.5% | $4,013-46.8% | $4,751-55.1% |
| Participant deferral / active EE | $23,130 | $6,938+233.4% | $6,221+271.8% | $6,710+244.7% |
| Admin fee / account holder | $6,993 | $10,708-34.7% | $9,003-22.3% | $11,403-38.7% |