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 | $142,655 | $147,167-3.1% | $111,392+28.1% | $135,375+5.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -8.55% | -4.44%-4.1pp | -2.06%-6.5pp | 519.73%-528.3pp |
| Employer contribution / active EE | $8,930 | $5,204+71.6% | $4,328+106.3% | $4,779+86.9% |
| Participant deferral / active EE | $10,780 | $6,565+64.2% | $5,567+93.6% | $5,609+92.2% |
| Admin fee / account holder | $10,808 | $20,270-46.7% | $12,266-11.9% | $10,827-0.2% |