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 | $63,706 | $138,044-53.9% | $125,339-49.2% | $134,475-52.6% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -23.35% | 750.33%-773.7pp | 572.05%-595.4pp | 417.96%-441.3pp |
| Employer contribution / active EE | $2,213 | $5,243-57.8% | $4,814-54.0% | $4,740-53.3% |
| Participant deferral / active EE | $6,879 | $7,799-11.8% | $7,446-7.6% | $6,400+7.5% |
| Admin fee / account holder | $13,549 | $11,571+17.1% | $10,010+35.4% | $11,426+18.6% |