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 8-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 | $52,249 | $177,572-70.6% | $154,803-66.2% | $142,382-63.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.39% | 65.07%-56.7pp | 58.88%-50.5pp | 217.08%-208.7pp |
| Employer contribution / active EE | $11,291 | $4,810+134.7% | $4,305+162.3% | $4,299+162.6% |
| Participant deferral / active EE | $2,004 | $6,272-68.0% | $5,540-63.8% | $6,507-69.2% |
| Admin fee / account holder | $833 | $16,786-95.0% | $14,329-94.2% | $12,624-93.4% |