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 | $45,430 | $82,664-45.0% | $125,339-63.8% | $68,494-33.7% |
| Participation rate | 90.6% | 75.0%+15.6pp | 82.4%+8.3pp | 67.9%+22.7pp |
| Annual return | -24.39% | -5.97%-18.4pp | 572.05%-596.4pp | -7.84%-16.5pp |
| Employer contribution / active EE | $3,367 | $3,381-0.4% | $4,814-30.1% | $2,596+29.7% |
| Participant deferral / active EE | $8,672 | $6,110+41.9% | $7,446+16.5% | $4,027+115.3% |
| Admin fee / account holder | $781 | $6,275-87.6% | $10,010-92.2% | $5,403-85.5% |