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 4-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 | $105,546 | $159,901-34.0% | $146,958-28.2% | $145,922-27.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 8.80% | 98.13%-89.3pp | 418.34%-409.5pp | 561.29%-552.5pp |
| Employer contribution / active EE | $6,648 | $5,286+25.8% | $4,933+34.8% | $4,660+42.7% |
| Participant deferral / active EE | $17,014 | $8,428+101.9% | $8,070+110.8% | $6,688+154.4% |
| Admin fee / account holder | $446 | $15,044-97.0% | $12,998-96.6% | $13,397-96.7% |