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 | $180,251 | $111,754+61.3% | $103,333+74.4% | $145,922+23.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.61% | 24.77%-19.2pp | 24.88%-19.3pp | 561.29%-555.7pp |
| Employer contribution / active EE | $20,296 | $4,212+381.8% | $3,868+424.7% | $4,660+335.6% |
| Participant deferral / active EE | $7,667 | $5,619+36.5% | $5,057+51.6% | $6,688+14.6% |
| Admin fee / account holder | $1,199 | $9,750-87.7% | $8,355-85.6% | $13,397-91.1% |