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 7-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 | $55,352 | $108,919-49.2% | $100,391-44.9% | $145,922-62.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.63% | 57.88%-48.3pp | 49.20%-39.6pp | 561.29%-551.7pp |
| Employer contribution / active EE | $4,093 | $4,419-7.4% | $3,942+3.8% | $4,660-12.2% |
| Participant deferral / active EE | $6,484 | $8,445-23.2% | $8,082-19.8% | $6,688-3.0% |
| Admin fee / account holder | $1,090 | $9,689-88.7% | $7,899-86.2% | $13,397-91.9% |