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 5-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 | $113,244 | $74,888+51.2% | $71,209+59.0% | $142,382-20.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 8.26% | 345.14%-336.9pp | 282.51%-274.2pp | 217.08%-208.8pp |
| Employer contribution / active EE | $3,787 | $2,854+32.7% | $2,721+39.2% | $4,299-11.9% |
| Participant deferral / active EE | $15,361 | $4,454+244.8% | $4,175+267.9% | $6,507+136.1% |
| Admin fee / account holder | $26,158 | $5,568+369.8% | $5,349+389.0% | $12,624+107.2% |