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 | $74,384 | $227,553-67.3% | $189,557-60.8% | $167,490-55.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 7.13% | 78.40%-71.3pp | 64.17%-57.0pp | 478.56%-471.4pp |
| Employer contribution / active EE | $3,024 | $5,316-43.1% | $4,412-31.5% | $4,837-37.5% |
| Participant deferral / active EE | $14,044 | $7,002+100.6% | $6,174+127.5% | $6,341+121.5% |
| Admin fee / account holder | $20,083 | $11,878+69.1% | $9,807+104.8% | $12,309+63.2% |