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 | $173,810 | $107,334+61.9% | $92,893+87.1% | $152,861+13.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | -0.64% | 145.58%-146.2pp | 109.41%-110.1pp | 345.32%-346.0pp |
| Employer contribution / active EE | $4,877 | $4,221+15.5% | $3,653+33.5% | $4,762+2.4% |
| Participant deferral / active EE | $11,183 | $4,845+130.8% | $4,236+164.0% | $5,850+91.1% |
| Admin fee / account holder | $3,909 | $7,079-44.8% | $5,794-32.5% | $11,596-66.3% |