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 | $59,678 | $76,000-21.5% | $154,107-61.3% | $64,186-7.0% |
| Participation rate | 81.5% | 70.4%+11.1pp | 83.0%-1.6pp | 69.6%+11.9pp |
| Annual return | -8.28% | 30.32%-38.6pp | 735.12%-743.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,937 | $3,351-42.2% | $5,298-63.4% | $2,381-18.6% |
| Participant deferral / active EE | $4,553 | $3,175+43.4% | $5,081-10.4% | $3,470+31.2% |
| Admin fee / account holder | $4,646 | $5,596-17.0% | $13,411-65.4% | $4,888-4.9% |