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 | $39,177 | $82,664-52.6% | $125,339-68.7% | $68,494-42.8% |
| Participation rate | 90.2% | 75.0%+15.2pp | 82.4%+7.9pp | 67.9%+22.4pp |
| Annual return | -19.99% | -5.97%-14.0pp | 572.05%-592.0pp | -7.84%-12.1pp |
| Employer contribution / active EE | $5,122 | $3,381+51.5% | $4,814+6.4% | $2,596+97.3% |
| Participant deferral / active EE | $15,283 | $6,110+150.1% | $7,446+105.2% | $4,027+279.5% |
| Admin fee / account holder | $4,532 | $6,275-27.8% | $10,010-54.7% | $5,403-16.1% |