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 | $115,217 | $133,958-14.0% | $112,228+2.7% | $134,475-14.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -25.43% | 47.11%-72.5pp | 27.45%-52.9pp | 417.96%-443.4pp |
| Employer contribution / active EE | $1,952 | $4,038-51.7% | $3,635-46.3% | $4,740-58.8% |
| Participant deferral / active EE | $17,333 | $5,291+227.6% | $4,728+266.6% | $6,400+170.8% |
| Admin fee / account holder | $3,453 | $7,489-53.9% | $6,410-46.1% | $11,426-69.8% |