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 4-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 | $71,966 | $100,773-28.6% | $88,946-19.1% | $142,382-49.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 6.16% | 70.18%-64.0pp | 57.82%-51.7pp | 217.08%-210.9pp |
| Employer contribution / active EE | $20,100 | $2,918+588.9% | $2,555+686.7% | $4,299+367.5% |
| Participant deferral / active EE | $12,568 | $5,230+140.3% | $4,581+174.3% | $6,507+93.1% |
| Admin fee / account holder | $1,164 | $9,693-88.0% | $8,261-85.9% | $12,624-90.8% |