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 | $98,819 | $77,813+27.0% | $123,544-20.0% | $64,186+54.0% |
| Participation rate | 84.3% | 74.7%+9.6pp | 82.3%+2.0pp | 69.6%+14.7pp |
| Annual return | -8.63% | 12.48%-21.1pp | 119.20%-127.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $3,687 | $3,014+22.3% | $4,628-20.3% | $2,381+54.8% |
| Participant deferral / active EE | $8,776 | $5,240+67.5% | $6,426+36.6% | $3,470+152.9% |
| Admin fee / account holder | $2,562 | $5,519-53.6% | $9,284-72.4% | $4,888-47.6% |