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 | $38,424 | $211,958-81.9% | $169,463-77.3% | $135,375-71.6% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -9.62% | 3.26%-12.9pp | 1.83%-11.4pp | 519.73%-529.4pp |
| Employer contribution / active EE | $2,380 | $5,120-53.5% | $4,159-42.8% | $4,779-50.2% |
| Participant deferral / active EE | $6,348 | $6,075+4.5% | $5,277+20.3% | $5,609+13.2% |
| Admin fee / account holder | $1,069 | $11,471-90.7% | $9,109-88.3% | $10,827-90.1% |