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 | $69,811 | $109,982-36.5% | $97,226-28.2% | $145,922-52.2% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 6.46% | 242.90%-236.4pp | 75.13%-68.7pp | 561.29%-554.8pp |
| Employer contribution / active EE | $4,657 | $3,084+51.0% | $2,729+70.7% | $4,660-0.1% |
| Participant deferral / active EE | $6,736 | $4,676+44.1% | $4,264+58.0% | $6,688+0.7% |
| Admin fee / account holder | $798 | $6,221-87.2% | $5,654-85.9% | $13,397-94.0% |