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 3-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 | $66,759 | $159,901-58.2% | $146,958-54.6% | $145,922-54.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.67% | 98.13%-92.5pp | 418.34%-412.7pp | 561.29%-555.6pp |
| Employer contribution / active EE | $6,926 | $5,286+31.0% | $4,933+40.4% | $4,660+48.6% |
| Participant deferral / active EE | $14,279 | $8,428+69.4% | $8,070+76.9% | $6,688+113.5% |
| Admin fee / account holder | $4,523 | $15,044-69.9% | $12,998-65.2% | $13,397-66.2% |