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 | $53,231 | $159,602-66.6% | $150,045-64.5% | $142,382-62.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.08% | 70.24%-60.2pp | 62.55%-52.5pp | 217.08%-207.0pp |
| Employer contribution / active EE | $4,246 | $4,961-14.4% | $4,693-9.5% | $4,299-1.2% |
| Participant deferral / active EE | $13,875 | $8,310+67.0% | $7,997+73.5% | $6,507+113.2% |
| Admin fee / account holder | $3,758 | $14,846-74.7% | $13,435-72.0% | $12,624-70.2% |