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 | $166,449 | $82,286+102.3% | $68,791+142.0% | $134,475+23.8% |
| Participation rate | 94.4% | 75.1%+19.4pp | 69.0%+25.4pp | 81.2%+13.2pp |
| Annual return | -23.52% | -2.19%-21.3pp | -6.38%-17.1pp | 417.96%-441.5pp |
| Employer contribution / active EE | $6,623 | $3,301+100.6% | $2,655+149.4% | $4,740+39.7% |
| Participant deferral / active EE | $11,042 | $4,739+133.0% | $3,941+180.2% | $6,400+72.5% |
| Admin fee / account holder | $1,289 | $6,481-80.1% | $4,932-73.9% | $11,426-88.7% |