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 | $78,849 | $76,000+3.7% | $154,107-48.8% | $64,186+22.8% |
| Participation rate | 82.7% | 70.4%+12.3pp | 83.0%-0.3pp | 69.6%+13.1pp |
| Annual return | -8.15% | 30.32%-38.5pp | 735.12%-743.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,635 | $3,351-51.2% | $5,298-69.1% | $2,381-31.3% |
| Participant deferral / active EE | $3,190 | $3,175+0.5% | $5,081-37.2% | $3,470-8.1% |
| Admin fee / account holder | $1,592 | $5,596-71.5% | $13,411-88.1% | $4,888-67.4% |