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 | $165,897 | $111,754+48.4% | $103,333+60.5% | $145,922+13.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.39% | 24.77%-18.4pp | 24.88%-18.5pp | 561.29%-554.9pp |
| Employer contribution / active EE | $24,066 | $4,212+471.3% | $3,868+522.2% | $4,660+416.5% |
| Participant deferral / active EE | $15,250 | $5,619+171.4% | $5,057+201.5% | $6,688+128.0% |
| Admin fee / account holder | $419 | $9,750-95.7% | $8,355-95.0% | $13,397-96.9% |