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 | $151,415 | $167,484-9.6% | $151,611-0.1% | $134,475+12.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.73% | 7.80%-30.5pp | 3.33%-26.1pp | 417.96%-440.7pp |
| Employer contribution / active EE | $14,490 | $6,829+112.2% | $6,166+135.0% | $4,740+205.7% |
| Participant deferral / active EE | $12,055 | $8,986+34.2% | $8,363+44.1% | $6,400+88.4% |
| Admin fee / account holder | $1,254 | $13,783-90.9% | $11,616-89.2% | $11,426-89.0% |