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 5-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 | $29,757 | $106,543-72.1% | $91,220-67.4% | $134,475-77.9% |
| Participation rate | 71.4% | 76.8%-5.4pp | 73.2%-1.8pp | 81.2%-9.8pp |
| Annual return | -24.35% | 160.60%-185.0pp | 114.01%-138.4pp | 417.96%-442.3pp |
| Employer contribution / active EE | $1,760 | $3,331-47.2% | $2,850-38.3% | $4,740-62.9% |
| Participant deferral / active EE | $8,673 | $4,719+83.8% | $4,234+104.9% | $6,400+35.5% |
| Admin fee / account holder | $1,370 | $6,231-78.0% | $5,420-74.7% | $11,426-88.0% |