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 | $94,356 | $69,518+35.7% | $59,878+57.6% | $135,375-30.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -11.36% | 7.94%-19.3pp | 3.46%-14.8pp | 519.73%-531.1pp |
| Employer contribution / active EE | $2,289 | $3,235-29.2% | $2,722-15.9% | $4,779-52.1% |
| Participant deferral / active EE | $6,556 | $4,206+55.9% | $3,402+92.7% | $5,609+16.9% |
| Admin fee / account holder | $757 | $5,734-86.8% | $3,590-78.9% | $10,827-93.0% |