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 9-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 | $126,262 | $165,335-23.6% | $149,696-15.7% | $158,922-20.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.36% | 348.15%-342.8pp | 276.60%-271.2pp | 302.83%-297.5pp |
| Employer contribution / active EE | $10,814 | $5,103+111.9% | $4,644+132.8% | $4,761+127.1% |
| Participant deferral / active EE | $6,820 | $7,181-5.0% | $6,842-0.3% | $5,982+14.0% |
| Admin fee / account holder | $1,452 | $10,807-86.6% | $9,309-84.4% | $11,246-87.1% |