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 8-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 | $166,921 | $202,318-17.5% | $172,739-3.4% | $152,861+9.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 4.14% | 1029.65%-1025.5pp | 802.84%-798.7pp | 345.32%-341.2pp |
| Employer contribution / active EE | $3,551 | $5,856-39.4% | $5,143-31.0% | $4,762-25.4% |
| Participant deferral / active EE | $8,825 | $5,948+48.4% | $5,198+69.8% | $5,850+50.9% |
| Admin fee / account holder | $47,181 | $17,109+175.8% | $13,954+238.1% | $11,596+306.9% |