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 | $71,995 | $82,664-12.9% | $125,339-42.6% | $68,494+5.1% |
| Participation rate | 86.5% | 75.0%+11.4pp | 82.4%+4.1pp | 67.9%+18.6pp |
| Annual return | -19.80% | -5.97%-13.8pp | 572.05%-591.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $5,726 | $3,381+69.4% | $4,814+19.0% | $2,596+120.5% |
| Participant deferral / active EE | $10,020 | $6,110+64.0% | $7,446+34.6% | $4,027+148.8% |
| Admin fee / account holder | $1,751 | $6,275-72.1% | $10,010-82.5% | $5,403-67.6% |