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 | $82,304 | $159,901-48.5% | $146,958-44.0% | $145,922-43.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 8.40% | 98.13%-89.7pp | 418.34%-409.9pp | 561.29%-552.9pp |
| Employer contribution / active EE | $2,188 | $5,286-58.6% | $4,933-55.7% | $4,660-53.1% |
| Participant deferral / active EE | $8,400 | $8,428-0.3% | $8,070+4.1% | $6,688+25.6% |
| Admin fee / account holder | $4,569 | $15,044-69.6% | $12,998-64.9% | $13,397-65.9% |