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 6-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 | $95,798 | $159,901-40.1% | $146,958-34.8% | $145,922-34.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.26% | 98.13%-88.9pp | 418.34%-409.1pp | 561.29%-552.0pp |
| Employer contribution / active EE | $8,902 | $5,286+68.4% | $4,933+80.5% | $4,660+91.0% |
| Participant deferral / active EE | $11,925 | $8,428+41.5% | $8,070+47.8% | $6,688+78.3% |
| Admin fee / account holder | $916 | $15,044-93.9% | $12,998-93.0% | $13,397-93.2% |