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 | $71,401 | $77,813-8.2% | $123,544-42.2% | $64,186+11.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -9.18% | 12.48%-21.7pp | 119.20%-128.4pp | 7.63%-16.8pp |
| Employer contribution / active EE | $11,995 | $3,014+298.0% | $4,628+159.2% | $2,381+403.8% |
| Participant deferral / active EE | $6,529 | $5,240+24.6% | $6,426+1.6% | $3,470+88.2% |
| Admin fee / account holder | $2,283 | $5,519-58.6% | $9,284-75.4% | $4,888-53.3% |