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 | $205,273 | $138,065+48.7% | $123,544+66.2% | $135,375+51.6% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -9.29% | 153.68%-163.0pp | 119.20%-128.5pp | 519.73%-529.0pp |
| Employer contribution / active EE | $13,191 | $5,151+156.1% | $4,628+185.0% | $4,779+176.0% |
| Participant deferral / active EE | $12,039 | $6,799+77.1% | $6,426+87.4% | $5,609+114.6% |
| Admin fee / account holder | $8,338 | $10,916-23.6% | $9,284-10.2% | $10,827-23.0% |