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 3-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 | $49,608 | $117,841-57.9% | $102,423-51.6% | $145,922-66.0% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | -3.08% | 31.65%-34.7pp | 29.32%-32.4pp | 561.29%-564.4pp |
| Employer contribution / active EE | $3,750 | $3,615+3.7% | $3,023+24.0% | $4,660-19.5% |
| Participant deferral / active EE | $15,179 | $5,731+164.9% | $5,053+200.4% | $6,688+127.0% |
| Admin fee / account holder | $6,436 | $13,326-51.7% | $9,451-31.9% | $13,397-52.0% |