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 10-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 | $144,994 | $167,484-13.4% | $151,611-4.4% | $134,475+7.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.76% | 7.80%-29.6pp | 3.33%-25.1pp | 417.96%-439.7pp |
| Employer contribution / active EE | $2,569 | $6,829-62.4% | $6,166-58.3% | $4,740-45.8% |
| Participant deferral / active EE | $15,233 | $8,986+69.5% | $8,363+82.1% | $6,400+138.0% |
| Admin fee / account holder | $2,566 | $13,783-81.4% | $11,616-77.9% | $11,426-77.5% |