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 | $103,292 | $105,931-2.5% | $81,930+26.1% | $158,922-35.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | -3.95% | 38.17%-42.1pp | 29.49%-33.4pp | 302.83%-306.8pp |
| Employer contribution / active EE | $9,400 | $7,800+20.5% | $4,310+118.1% | $4,761+97.4% |
| Participant deferral / active EE | $6,622 | $13,003-49.1% | $7,107-6.8% | $5,982+10.7% |
| Admin fee / account holder | $1,394 | $8,489-83.6% | $5,158-73.0% | $11,246-87.6% |