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 | $189,805 | $108,919+74.3% | $100,391+89.1% | $145,922+30.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.80% | 57.88%-49.1pp | 49.20%-40.4pp | 561.29%-552.5pp |
| Employer contribution / active EE | $42,572 | $4,419+863.3% | $3,942+980.0% | $4,660+813.6% |
| Participant deferral / active EE | $15,250 | $8,445+80.6% | $8,082+88.7% | $6,688+128.0% |
| Admin fee / account holder | $1,418 | $9,689-85.4% | $7,899-82.1% | $13,397-89.4% |