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 9-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 | $37,837 | $159,901-76.3% | $146,958-74.3% | $145,922-74.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 8.87% | 98.13%-89.3pp | 418.34%-409.5pp | 561.29%-552.4pp |
| Employer contribution / active EE | $6,359 | $5,286+20.3% | $4,933+28.9% | $4,660+36.5% |
| Participant deferral / active EE | $5,188 | $8,428-38.4% | $8,070-35.7% | $6,688-22.4% |
| Admin fee / account holder | $2,837 | $15,044-81.1% | $12,998-78.2% | $13,397-78.8% |