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 | $192,320 | $73,933+160.1% | $96,683+98.9% | $75,163+155.9% |
| Participation rate | 97.4% | 66.4%+31.0pp | 74.3%+23.1pp | 67.2%+30.2pp |
| Annual return | -6.58% | 26.70%-33.3pp | 35.69%-42.3pp | 160.62%-167.2pp |
| Employer contribution / active EE | $7,945 | $2,928+171.4% | $3,737+112.6% | $2,670+197.6% |
| Participant deferral / active EE | $6,024 | $3,659+64.6% | $4,878+23.5% | $4,125+46.0% |
| Admin fee / account holder | $5,329 | $5,216+2.2% | $6,730-20.8% | $5,651-5.7% |