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 | $42,511 | $138,065-69.2% | $123,544-65.6% | $135,375-68.6% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -19.02% | 153.68%-172.7pp | 119.20%-138.2pp | 519.73%-538.8pp |
| Employer contribution / active EE | $1,480 | $5,151-71.3% | $4,628-68.0% | $4,779-69.0% |
| Participant deferral / active EE | $7,870 | $6,799+15.7% | $6,426+22.5% | $5,609+40.3% |
| Admin fee / account holder | $4,155 | $10,916-61.9% | $9,284-55.2% | $10,827-61.6% |