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 | $147,396 | $127,386+15.7% | $115,037+28.1% | $125,391+17.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.02% | 31.28%-35.3pp | 26.14%-30.2pp | 282.22%-286.2pp |
| Employer contribution / active EE | $4,705 | $5,166-8.9% | $4,608+2.1% | $4,866-3.3% |
| Participant deferral / active EE | $12,228 | $6,423+90.4% | $6,026+102.9% | $5,352+128.5% |
| Admin fee / account holder | $10,101 | $9,516+6.1% | $8,175+23.6% | $9,540+5.9% |