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 | $154,183 | $91,538+68.4% | $129,995+18.6% | $75,163+105.1% |
| Participation rate | 98.0% | 71.4%+26.5pp | 78.5%+19.5pp | 67.2%+30.8pp |
| Annual return | -6.50% | -631.11%+624.6pp | -137.18%+130.7pp | 160.62%-167.1pp |
| Employer contribution / active EE | $2,540 | $2,845-10.7% | $4,320-41.2% | $2,670-4.8% |
| Participant deferral / active EE | $6,324 | $4,341+45.7% | $5,820+8.7% | $4,125+53.3% |
| Admin fee / account holder | $3,387 | $6,790-50.1% | $10,614-68.1% | $5,651-40.1% |