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 | $89,994 | $159,901-43.7% | $146,958-38.8% | $145,922-38.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.73% | 98.13%-92.4pp | 418.34%-412.6pp | 561.29%-555.6pp |
| Employer contribution / active EE | $5,406 | $5,286+2.3% | $4,933+9.6% | $4,660+16.0% |
| Participant deferral / active EE | $6,959 | $8,428-17.4% | $8,070-13.8% | $6,688+4.1% |
| Admin fee / account holder | $1,662 | $15,044-89.0% | $12,998-87.2% | $13,397-87.6% |