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 | $53,428 | $82,664-35.4% | $125,339-57.4% | $68,494-22.0% |
| Participation rate | 90.6% | 75.0%+15.6pp | 82.4%+8.3pp | 67.9%+22.7pp |
| Annual return | -22.60% | -5.97%-16.6pp | 572.05%-594.7pp | -7.84%-14.8pp |
| Employer contribution / active EE | $4,257 | $3,381+25.9% | $4,814-11.6% | $2,596+64.0% |
| Participant deferral / active EE | $8,178 | $6,110+33.8% | $7,446+9.8% | $4,027+103.1% |
| Admin fee / account holder | $1,618 | $6,275-74.2% | $10,010-83.8% | $5,403-70.1% |