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 | $85,043 | $138,065-38.4% | $123,544-31.2% | $135,375-37.2% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -10.48% | 153.68%-164.2pp | 119.20%-129.7pp | 519.73%-530.2pp |
| Employer contribution / active EE | $2,685 | $5,151-47.9% | $4,628-42.0% | $4,779-43.8% |
| Participant deferral / active EE | $10,227 | $6,799+50.4% | $6,426+59.2% | $5,609+82.3% |
| Admin fee / account holder | $370 | $10,916-96.6% | $9,284-96.0% | $10,827-96.6% |