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 | $69,629 | $142,405-51.1% | $115,157-39.5% | $152,861-54.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 7.43% | 41.48%-34.0pp | 35.60%-28.2pp | 345.32%-337.9pp |
| Employer contribution / active EE | $7,794 | $4,010+94.4% | $3,179+145.2% | $4,762+63.7% |
| Participant deferral / active EE | $5,000 | $5,164-3.2% | $4,168+19.9% | $5,850-14.5% |
| Admin fee / account holder | $3,830 | $8,462-54.7% | $7,088-46.0% | $11,596-67.0% |