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 | $117,289 | $107,334+9.3% | $92,893+26.3% | $152,861-23.3% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | -2.67% | 145.58%-148.3pp | 109.41%-112.1pp | 345.32%-348.0pp |
| Employer contribution / active EE | $1,298 | $4,221-69.2% | $3,653-64.5% | $4,762-72.7% |
| Participant deferral / active EE | $3,696 | $4,845-23.7% | $4,236-12.7% | $5,850-36.8% |
| Admin fee / account holder | $4,454 | $7,079-37.1% | $5,794-23.1% | $11,596-61.6% |