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 | $222,137 | $59,805+271.4% | $79,550+179.2% | $68,494+224.3% |
| Participation rate | 92.0% | 61.1%+30.9pp | 69.5%+22.5pp | 67.9%+24.1pp |
| Annual return | -21.81% | -12.30%-9.5pp | 0.16%-22.0pp | -7.84%-14.0pp |
| Employer contribution / active EE | $6,151 | $1,505+308.7% | $2,413+154.9% | $2,596+136.9% |
| Participant deferral / active EE | $5,648 | $3,024+86.8% | $3,985+41.7% | $4,027+40.2% |
| Admin fee / account holder | $4,278 | $4,835-11.5% | $6,832-37.4% | $5,403-20.8% |