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 9-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 | $68,132 | $158,817-57.1% | $121,196-43.8% | $135,375-49.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -12.65% | -0.64%-12.0pp | 16.93%-29.6pp | 519.73%-532.4pp |
| Employer contribution / active EE | $7,646 | $5,665+35.0% | $4,022+90.1% | $4,779+60.0% |
| Participant deferral / active EE | $17,749 | $4,005+343.2% | $3,344+430.7% | $5,609+216.4% |
| Admin fee / account holder | $408 | $6,512-93.7% | $5,019-91.9% | $10,827-96.2% |