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 8-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 | $146,713 | $179,726-18.4% | $156,263-6.1% | $142,382+3.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 9.17% | 77.86%-68.7pp | 59.47%-50.3pp | 217.08%-207.9pp |
| Employer contribution / active EE | $11,950 | $5,069+135.7% | $4,333+175.8% | $4,299+178.0% |
| Participant deferral / active EE | $12,594 | $6,956+81.0% | $6,158+104.5% | $6,507+93.5% |
| Admin fee / account holder | $27,659 | $17,272+60.1% | $14,255+94.0% | $12,624+119.1% |