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 | $95,586 | $90,348+5.8% | $75,972+25.8% | $145,922-34.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 2.32% | 620.88%-618.6pp | 359.55%-357.2pp | 561.29%-559.0pp |
| Employer contribution / active EE | $3,296 | $3,311-0.5% | $2,685+22.7% | $4,660-29.3% |
| Participant deferral / active EE | $7,244 | $5,162+40.4% | $4,255+70.2% | $6,688+8.3% |
| Admin fee / account holder | $507 | $8,467-94.0% | $6,467-92.2% | $13,397-96.2% |