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 | $45,850 | $138,065-66.8% | $123,544-62.9% | $135,375-66.1% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -13.96% | 153.68%-167.6pp | 119.20%-133.2pp | 519.73%-533.7pp |
| Employer contribution / active EE | $1,618 | $5,151-68.6% | $4,628-65.0% | $4,779-66.2% |
| Participant deferral / active EE | $6,788 | $6,799-0.2% | $6,426+5.6% | $5,609+21.0% |
| Admin fee / account holder | $964 | $10,916-91.2% | $9,284-89.6% | $10,827-91.1% |