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 | $71,436 | $105,181-32.1% | $159,436-55.2% | $85,850-16.8% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.8%+3.8pp | 69.3%+17.4pp |
| Annual return | 9.94% | 45.07%-35.1pp | 263.57%-253.6pp | 318.53%-308.6pp |
| Employer contribution / active EE | $8,639 | $3,318+160.4% | $4,829+78.9% | $2,565+236.8% |
| Participant deferral / active EE | $9,759 | $5,945+64.2% | $7,352+32.7% | $3,952+146.9% |
| Admin fee / account holder | $23,645 | $6,933+241.0% | $10,799+119.0% | $6,260+277.7% |