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 | $48,479 | $77,813-37.7% | $123,544-60.8% | $64,186-24.5% |
| Participation rate | 96.3% | 74.7%+21.6pp | 82.3%+14.0pp | 69.6%+26.7pp |
| Annual return | -10.37% | 12.48%-22.9pp | 119.20%-129.6pp | 7.63%-18.0pp |
| Employer contribution / active EE | $6,664 | $3,014+121.1% | $4,628+44.0% | $2,381+179.9% |
| Participant deferral / active EE | $11,581 | $5,240+121.0% | $6,426+80.2% | $3,470+233.8% |
| Admin fee / account holder | $1,561 | $5,519-71.7% | $9,284-83.2% | $4,888-68.1% |