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 | $109,914 | $95,862+14.7% | $79,550+38.2% | $134,475-18.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.60% | -2.69%-18.9pp | 0.16%-21.8pp | 417.96%-439.6pp |
| Employer contribution / active EE | $2,872 | $3,128-8.2% | $2,413+19.0% | $4,740-39.4% |
| Participant deferral / active EE | $8,273 | $4,693+76.3% | $3,985+107.6% | $6,400+29.3% |
| Admin fee / account holder | $2,877 | $9,126-68.5% | $6,832-57.9% | $11,426-74.8% |