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 6-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 | $140,641 | $89,753+56.7% | $107,525+30.8% | $84,808+65.8% |
| Participation rate | 86.1% | 68.1%+18.1pp | 75.1%+11.0pp | 68.3%+17.8pp |
| Annual return | 12.27% | 29.48%-17.2pp | 181.32%-169.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $22,748 | $3,113+630.6% | $3,754+506.0% | $2,631+764.6% |
| Participant deferral / active EE | $2,004 | $4,056-50.6% | $5,116-60.8% | $4,212-52.4% |
| Admin fee / account holder | $5,492 | $7,222-24.0% | $8,919-38.4% | $7,344-25.2% |