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 7-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 | $218,310 | $115,770+88.6% | $101,248+115.6% | $158,922+37.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -1.54% | 56.14%-57.7pp | 46.47%-48.0pp | 302.83%-304.4pp |
| Employer contribution / active EE | $2,859 | $4,175-31.5% | $3,660-21.9% | $4,761-40.0% |
| Participant deferral / active EE | $12,656 | $4,957+155.3% | $4,370+189.6% | $5,982+111.6% |
| Admin fee / account holder | $1,890 | $7,245-73.9% | $5,945-68.2% | $11,246-83.2% |