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 | $185,067 | $85,790+115.7% | $67,313+174.9% | $135,375+36.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.98% | -0.54%-11.4pp | -4.08%-7.9pp | 519.73%-531.7pp |
| Employer contribution / active EE | $2,087 | $3,487-40.1% | $2,566-18.6% | $4,779-56.3% |
| Participant deferral / active EE | $5,089 | $4,651+9.4% | $3,568+42.6% | $5,609-9.3% |
| Admin fee / account holder | $1,692 | $6,392-73.5% | $4,507-62.4% | $10,827-84.4% |