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 5-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 | $127,540 | $111,754+14.1% | $103,333+23.4% | $145,922-12.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.40% | 24.77%-24.4pp | 24.88%-24.5pp | 561.29%-560.9pp |
| Employer contribution / active EE | $4,401 | $4,212+4.5% | $3,868+13.8% | $4,660-5.5% |
| Participant deferral / active EE | $32,550 | $5,619+479.3% | $5,057+543.6% | $6,688+386.7% |
| Admin fee / account holder | $3,589 | $9,750-63.2% | $8,355-57.0% | $13,397-73.2% |