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 8-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 | $247,551 | $95,862+158.2% | $79,550+211.2% | $134,475+84.1% |
| Participation rate | 90.0% | 75.0%+15.0pp | 69.5%+20.5pp | 81.2%+8.8pp |
| Annual return | -22.48% | -2.69%-19.8pp | 0.16%-22.6pp | 417.96%-440.4pp |
| Employer contribution / active EE | $7,141 | $3,128+128.3% | $2,413+195.9% | $4,740+50.7% |
| Participant deferral / active EE | $8,581 | $4,693+82.9% | $3,985+115.3% | $6,400+34.1% |
| Admin fee / account holder | $21,219 | $9,126+132.5% | $6,832+210.6% | $11,426+85.7% |