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 | $157,254 | $165,335-4.9% | $149,696+5.0% | $158,922-1.0% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | -4.93% | 348.15%-353.1pp | 276.60%-281.5pp | 302.83%-307.8pp |
| Employer contribution / active EE | $3,070 | $5,103-39.8% | $4,644-33.9% | $4,761-35.5% |
| Participant deferral / active EE | $8,297 | $7,181+15.5% | $6,842+21.3% | $5,982+38.7% |
| Admin fee / account holder | $2,793 | $10,807-74.2% | $9,309-70.0% | $11,246-75.2% |