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 | $137,181 | $113,935+20.4% | $94,224+45.6% | $125,391+9.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.47% | 5.29%-8.8pp | 10.68%-14.2pp | 282.22%-285.7pp |
| Employer contribution / active EE | $18,523 | $4,727+291.9% | $3,587+416.5% | $4,866+280.7% |
| Participant deferral / active EE | $9,000 | $5,179+73.8% | $4,320+108.3% | $5,352+68.2% |
| Admin fee / account holder | $1,116 | $8,391-86.7% | $6,269-82.2% | $9,540-88.3% |