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 7-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 | $61,639 | $175,202-64.8% | $149,673-58.8% | $139,434-55.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.39% | 166.71%-157.3pp | 134.42%-125.0pp | 372.94%-363.6pp |
| Employer contribution / active EE | $4,404 | $5,474-19.5% | $4,818-8.6% | $4,751-7.3% |
| Participant deferral / active EE | $3,653 | $6,519-44.0% | $5,680-35.7% | $6,710-45.6% |
| Admin fee / account holder | $2,722 | $16,150-83.1% | $13,210-79.4% | $11,403-76.1% |