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 | $176,884 | $108,919+62.4% | $100,391+76.2% | $145,922+21.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.57% | 57.88%-48.3pp | 49.20%-39.6pp | 561.29%-551.7pp |
| Employer contribution / active EE | $16,027 | $4,419+262.6% | $3,942+306.6% | $4,660+243.9% |
| Participant deferral / active EE | $23,609 | $8,445+179.6% | $8,082+192.1% | $6,688+253.0% |
| Admin fee / account holder | $39,496 | $9,689+307.6% | $7,899+400.0% | $13,397+194.8% |