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 | $64,113 | $65,041-1.4% | $90,951-29.5% | $79,858-19.7% |
| Participation rate | 77.8% | 61.6%+16.2pp | 69.0%+8.8pp | 69.6%+8.1pp |
| Annual return | -15.49% | 30.45%-45.9pp | 134.60%-150.1pp | 31.71%-47.2pp |
| Employer contribution / active EE | $2,533 | $1,247+103.1% | $2,122+19.4% | $2,471+2.5% |
| Participant deferral / active EE | $1,635 | $2,512-34.9% | $3,373-51.5% | $3,740-56.3% |
| Admin fee / account holder | $1,704 | $4,536-62.4% | $5,959-71.4% | $5,306-67.9% |