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 | $236,103 | $177,572+33.0% | $154,803+52.5% | $142,382+65.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 1.68% | 65.07%-63.4pp | 58.88%-57.2pp | 217.08%-215.4pp |
| Employer contribution / active EE | $2,075 | $4,810-56.9% | $4,305-51.8% | $4,299-51.7% |
| Participant deferral / active EE | $7,778 | $6,272+24.0% | $5,540+40.4% | $6,507+19.5% |
| Admin fee / account holder | $645 | $16,786-96.2% | $14,329-95.5% | $12,624-94.9% |