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 5-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 | $17,576 | $159,901-89.0% | $146,958-88.0% | $145,922-88.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.07% | 98.13%-89.1pp | 418.34%-409.3pp | 561.29%-552.2pp |
| Employer contribution / active EE | $8,045 | $5,286+52.2% | $4,933+63.1% | $4,660+72.7% |
| Participant deferral / active EE | $20,823 | $8,428+147.1% | $8,070+158.0% | $6,688+211.4% |
| Admin fee / account holder | $3,977 | $15,044-73.6% | $12,998-69.4% | $13,397-70.3% |