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 6-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 | $66,855 | $159,901-58.2% | $146,958-54.5% | $145,922-54.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 7.66% | 98.13%-90.5pp | 418.34%-410.7pp | 561.29%-553.6pp |
| Employer contribution / active EE | $4,034 | $5,286-23.7% | $4,933-18.2% | $4,660-13.4% |
| Participant deferral / active EE | $10,847 | $8,428+28.7% | $8,070+34.4% | $6,688+62.2% |
| Admin fee / account holder | $10,030 | $15,044-33.3% | $12,998-22.8% | $13,397-25.1% |