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 | $167,638 | $114,381+46.6% | $107,525+55.9% | $142,382+17.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | -4.10% | 242.71%-246.8pp | 181.32%-185.4pp | 217.08%-221.2pp |
| Employer contribution / active EE | $16,443 | $4,015+309.6% | $3,754+338.1% | $4,299+282.5% |
| Participant deferral / active EE | $3,414 | $5,564-38.6% | $5,116-33.3% | $6,507-47.5% |
| Admin fee / account holder | $895 | $9,860-90.9% | $8,919-90.0% | $12,624-92.9% |