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 | $153,867 | $95,971+60.3% | $74,550+106.4% | $135,375+13.7% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -9.70% | 56.96%-66.7pp | 32.53%-42.2pp | 519.73%-529.4pp |
| Employer contribution / active EE | $3,432 | $2,716+26.4% | $1,961+75.0% | $4,779-28.2% |
| Participant deferral / active EE | $5,584 | $3,843+45.3% | $3,108+79.7% | $5,609-0.4% |
| Admin fee / account holder | $841 | $6,522-87.1% | $5,060-83.4% | $10,827-92.2% |