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 | $50,812 | $82,664-38.5% | $125,339-59.5% | $68,494-25.8% |
| Participation rate | 85.4% | 75.0%+10.3pp | 82.4%+3.0pp | 67.9%+17.5pp |
| Annual return | -19.85% | -5.97%-13.9pp | 572.05%-591.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $3,703 | $3,381+9.5% | $4,814-23.1% | $2,596+42.6% |
| Participant deferral / active EE | $9,365 | $6,110+53.3% | $7,446+25.8% | $4,027+132.5% |
| Admin fee / account holder | $1,416 | $6,275-77.4% | $10,010-85.9% | $5,403-73.8% |