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 | $89,244 | $112,881-20.9% | $90,951-1.9% | $158,922-43.8% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.8pp |
| Annual return | -11.17% | 215.79%-227.0pp | 134.60%-145.8pp | 302.83%-314.0pp |
| Employer contribution / active EE | $1,979 | $2,893-31.6% | $2,122-6.8% | $4,761-58.4% |
| Participant deferral / active EE | $2,542 | $4,128-38.4% | $3,373-24.6% | $5,982-57.5% |
| Admin fee / account holder | $2,659 | $8,041-66.9% | $5,959-55.4% | $11,246-76.4% |