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 | $72,599 | $159,901-54.6% | $146,958-50.6% | $145,922-50.2% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 7.07% | 98.13%-91.1pp | 418.34%-411.3pp | 561.29%-554.2pp |
| Employer contribution / active EE | $5,536 | $5,286+4.7% | $4,933+12.2% | $4,660+18.8% |
| Participant deferral / active EE | $4,081 | $8,428-51.6% | $8,070-49.4% | $6,688-39.0% |
| Admin fee / account holder | $6,574 | $15,044-56.3% | $12,998-49.4% | $13,397-50.9% |