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 | $75,810 | $209,411-63.8% | $178,490-57.5% | $158,922-52.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.52% | 188.75%-185.2pp | 151.07%-147.5pp | 302.83%-299.3pp |
| Employer contribution / active EE | $9,029 | $5,706+58.2% | $5,011+80.2% | $4,761+89.6% |
| Participant deferral / active EE | $9,110 | $5,954+53.0% | $5,202+75.1% | $5,982+52.3% |
| Admin fee / account holder | $48,631 | $17,074+184.8% | $13,984+247.8% | $11,246+332.4% |