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 | $49,154 | $82,664-40.5% | $125,339-60.8% | $68,494-28.2% |
| Participation rate | 96.3% | 75.0%+21.3pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -22.34% | -5.97%-16.4pp | 572.05%-594.4pp | -7.84%-14.5pp |
| Employer contribution / active EE | $4,542 | $3,381+34.3% | $4,814-5.7% | $2,596+74.9% |
| Participant deferral / active EE | $9,513 | $6,110+55.7% | $7,446+27.8% | $4,027+136.2% |
| Admin fee / account holder | $724 | $6,275-88.5% | $10,010-92.8% | $5,403-86.6% |