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 | $160,519 | $176,056-8.8% | $159,436+0.7% | $167,490-4.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.22% | 331.75%-327.5pp | 263.57%-259.3pp | 478.56%-474.3pp |
| Employer contribution / active EE | $12,326 | $5,297+132.7% | $4,829+155.2% | $4,837+154.8% |
| Participant deferral / active EE | $18,206 | $7,750+134.9% | $7,352+147.6% | $6,341+187.1% |
| Admin fee / account holder | $957 | $12,554-92.4% | $10,799-91.1% | $12,309-92.2% |