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 3-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 | $106,572 | $159,901-33.4% | $146,958-27.5% | $145,922-27.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.56% | 98.13%-89.6pp | 418.34%-409.8pp | 561.29%-552.7pp |
| Employer contribution / active EE | $12,232 | $5,286+131.4% | $4,933+148.0% | $4,660+162.5% |
| Participant deferral / active EE | $32,894 | $8,428+290.3% | $8,070+307.6% | $6,688+391.9% |
| Admin fee / account holder | $76,422 | $15,044+408.0% | $12,998+487.9% | $13,397+470.4% |