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 | $30,246 | $159,901-81.1% | $146,958-79.4% | $145,922-79.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.13% | 98.13%-89.0pp | 418.34%-409.2pp | 561.29%-552.2pp |
| Employer contribution / active EE | $4,899 | $5,286-7.3% | $4,933-0.7% | $4,660+5.1% |
| Participant deferral / active EE | $11,104 | $8,428+31.8% | $8,070+37.6% | $6,688+66.0% |
| Admin fee / account holder | $978 | $15,044-93.5% | $12,998-92.5% | $13,397-92.7% |