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 | $139,271 | $202,432-31.2% | $169,368-17.8% | $139,434-0.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.63% | 531.74%-525.1pp | 405.60%-399.0pp | 372.94%-366.3pp |
| Employer contribution / active EE | $12,500 | $4,692+166.4% | $4,013+211.5% | $4,751+163.1% |
| Participant deferral / active EE | $12,501 | $6,938+80.2% | $6,221+100.9% | $6,710+86.3% |
| Admin fee / account holder | $2,444 | $10,708-77.2% | $9,003-72.9% | $11,403-78.6% |