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 | $21,099 | $95,971-78.0% | $74,550-71.7% | $135,375-84.4% |
| Participation rate | 73.7% | 75.7%-2.0pp | 69.1%+4.5pp | 82.6%-9.0pp |
| Annual return | -11.33% | 56.96%-68.3pp | 32.53%-43.9pp | 519.73%-531.1pp |
| Employer contribution / active EE | $3,600 | $2,716+32.6% | $1,961+83.6% | $4,779-24.7% |
| Participant deferral / active EE | $3,334 | $3,843-13.3% | $3,108+7.3% | $5,609-40.6% |
| Admin fee / account holder | $2,196 | $6,522-66.3% | $5,060-56.6% | $10,827-79.7% |