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 | $179,108 | $114,381+56.6% | $107,525+66.6% | $142,382+25.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | -31.35% | 242.71%-274.1pp | 181.32%-212.7pp | 217.08%-248.4pp |
| Employer contribution / active EE | $3,310 | $4,015-17.5% | $3,754-11.8% | $4,299-23.0% |
| Participant deferral / active EE | $8,014 | $5,564+44.0% | $5,116+56.7% | $6,507+23.2% |
| Admin fee / account holder | $3,430 | $9,860-65.2% | $8,919-61.5% | $12,624-72.8% |