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 | $135,887 | $71,883+89.0% | $86,677+56.8% | $68,494+98.4% |
| Participation rate | 88.3% | 72.2%+16.1pp | 76.6%+11.7pp | 67.9%+20.4pp |
| Annual return | -19.53% | 3.52%-23.1pp | 35.91%-55.4pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,693 | $2,173-22.1% | $2,836-40.3% | $2,596-34.8% |
| Participant deferral / active EE | $5,624 | $3,779+48.8% | $4,656+20.8% | $4,027+39.6% |
| Admin fee / account holder | $4,600 | $6,112-24.7% | $7,493-38.6% | $5,403-14.9% |