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 | $48,956 | $138,065-64.5% | $123,544-60.4% | $135,375-63.8% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -9.56% | 153.68%-163.2pp | 119.20%-128.8pp | 519.73%-529.3pp |
| Employer contribution / active EE | $6,252 | $5,151+21.4% | $4,628+35.1% | $4,779+30.8% |
| Participant deferral / active EE | $6,617 | $6,799-2.7% | $6,426+3.0% | $5,609+18.0% |
| Admin fee / account holder | $5,243 | $10,916-52.0% | $9,284-43.5% | $10,827-51.6% |