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 | $105,716 | $158,398-33.3% | $126,539-16.5% | $142,382-25.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 7.14% | 593.76%-586.6pp | 425.95%-418.8pp | 217.08%-209.9pp |
| Employer contribution / active EE | $24,251 | $4,650+421.5% | $3,674+560.1% | $4,299+464.1% |
| Participant deferral / active EE | $7,833 | $4,767+64.3% | $4,083+91.9% | $6,507+20.4% |
| Admin fee / account holder | $718 | $6,918-89.6% | $6,065-88.2% | $12,624-94.3% |