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 6-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 | $72,632 | $159,602-54.5% | $150,045-51.6% | $142,382-49.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.18% | 70.24%-63.1pp | 62.55%-55.4pp | 217.08%-209.9pp |
| Employer contribution / active EE | $3,351 | $4,961-32.5% | $4,693-28.6% | $4,299-22.1% |
| Participant deferral / active EE | $5,097 | $8,310-38.7% | $7,997-36.3% | $6,507-21.7% |
| Admin fee / account holder | $1,167 | $14,846-92.1% | $13,435-91.3% | $12,624-90.8% |