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 | $208,655 | $138,044+51.2% | $125,339+66.5% | $134,475+55.2% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -20.83% | 750.33%-771.2pp | 572.05%-592.9pp | 417.96%-438.8pp |
| Employer contribution / active EE | $4,286 | $5,243-18.3% | $4,814-11.0% | $4,740-9.6% |
| Participant deferral / active EE | $10,606 | $7,799+36.0% | $7,446+42.4% | $6,400+65.7% |
| Admin fee / account holder | $1,089 | $11,571-90.6% | $10,010-89.1% | $11,426-90.5% |