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 4-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 | $112,879 | $159,901-29.4% | $146,958-23.2% | $145,922-22.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.48% | 98.13%-89.7pp | 418.34%-409.9pp | 561.29%-552.8pp |
| Employer contribution / active EE | $10,629 | $5,286+101.1% | $4,933+115.5% | $4,660+128.1% |
| Participant deferral / active EE | $8,641 | $8,428+2.5% | $8,070+7.1% | $6,688+29.2% |
| Admin fee / account holder | $7,498 | $15,044-50.2% | $12,998-42.3% | $13,397-44.0% |