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 | $227,356 | $159,901+42.2% | $146,958+54.7% | $145,922+55.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 5.93% | 98.13%-92.2pp | 418.34%-412.4pp | 561.29%-555.4pp |
| Employer contribution / active EE | $4,098 | $5,286-22.5% | $4,933-16.9% | $4,660-12.0% |
| Participant deferral / active EE | $12,780 | $8,428+51.6% | $8,070+58.4% | $6,688+91.1% |
| Admin fee / account holder | $1,122 | $15,044-92.5% | $12,998-91.4% | $13,397-91.6% |